AWM Insights Financial and Investment News

Following our deep dive into risk on last week’s episode, we received a listener question asking if risk and return are always perfectly related.

Absolutely not.

Simply taking on more risk doesn’t lead…

Risk might be the most used word in finance. We hear it all the time, but many have no idea how to define or quantify it. 

The reality is that “risk” is an umbrella term with different types of risk f…

Everyday, thousands of investors tune into their favorite business news channels and hear pundits discuss trends in the markets. They see flashy tickers at the bottom of their screen and listen to fa…

You see it all over the news and social media: wealthy people talking about how they generate monthly income without ever having to work. Purchase a home or rental property, then open your mailbox ev…

In your investment portfolio, you have the choice of making the amateur move – listening to the mainstream financial pundits who want you to feel FOMO over the latest stock picking craze – or the pro…

One of the most important aspects of reaching your financial priorities over the long term is portfolio construction. 

Just as important as putting the right players in the right positions on the fiel…

We believe that the greatest driver of your net worth is your human capital.

But what about when you reach the phase in your life when you’ve converted all or the majority of your human capital into r…

With the all-time market highs that we’re seeing despite fears of inflation, we’re also continuing to see the popularity of real estate investing and venture capital private equity. But whether you j…

In the past year, we’ve seen a boom in entrepreneurship – with more businesses being created in 2020 than any other year in history, companies going public, and as of July 1st, the Mets paid Bobby Bo…

With markets continuing their unpredictable ebbs and flows, one important piece of news emerged in a ProPublica article that reported Paypal founder Peter Thiel turned $2,000 in his Roth IRA in 1999 …

This week we’re tackling the topic of the Federal Reserve, Inflation, and why these are important to you as an investor. It seems like this topic has come up out of nowhere in the last couple months,…

The most recent Consumer Price Index (CPI) report shows a continued rise in inflation – the fastest pace of higher prices since 2008. So, while it’s safe to say we’re seeing some inflation as the eco…

Recent reports have shown jobless claims falling to new pandemic lows and wages growing, but there are also some indicators that prices might be ticking up as well – potential signs of inflation. The…

Real estate markets around the country are booming – home values are skyrocketing, demand is high, inventory in many places is low, and many are wondering if they should be getting in to real estate …

There’s been plenty of conversations online, in the media, and in locker rooms about which stocks to buy and why crypto is a sure bet, but how do you sift through the FOMO and educate yourself enough…

Last week, three main stories sent shockwaves through the markets stoking anxiety for investors going forward. 

• Elon Musk shocked the crypto world announcing Tesla would not accept Bitcoin for the pur…

At times investing can seem like a black box. And today, it may feel like you are the only missing out on astronomical returns. 

Yet, nothing lasts forever. 

It is important to remind yourself for ever…

Investment returns continue to soar higher across the world in both the public and private markets.

Should your future investments go into what has been doing the best recently?

While this seems like a…

Last week, President Joe Biden revealed his proposal to increase the capital gains tax on the wealthy, potentially forcing them to pay up to 43% on investment gains. 

The sticker shock is real. 

Yet, w…

Crypto, real estate and the public stock market continue to roar upward. 

• Can it last forever?
• Are we close to a bubble?
• Should you think about getting out?
• Or should you invest more?

Making the wrong dec…