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Content provided by AWM Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AWM Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Pro Answers to Your Investment Questions | AWM Insights #213

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Manage episode 499632640 series 3658562
Content provided by AWM Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AWM Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Step into this week's episode as Brandon Averill, AWM CEO, takes the host chair and teams up with AWM portfolio manager, Mena Hanna, for a fast-paced session answering clients’ most pressing investing questions. Together, they unpack the realities of S&P 500 exposure, the long-term power of global diversification, and why compounding outpaces gold and real estate over time. The conversation also covers interest rates, currency moves, and the impact of tariffs, giving listeners actionable insights with a dash of humor and candor. Whether you’re working to build generational wealth or simply want a clearer financial playbook, this episode delivers practical wisdom you won’t want to miss.

Connect with us

Chapter Outline
(00:00) Rapid fire investing questions
(01:15) S&P 500 in client portfolios
(03:21) Stock market versus gold and real estate
(06:43) Interest rates and portfolio impact
(10:25) The case for global diversification
(12:59) Tariffs, news, and long-term thinking
(14:35) Client engagement and setting the agenda

  continue reading

226 episodes

Artwork
iconShare
 
Manage episode 499632640 series 3658562
Content provided by AWM Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AWM Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Step into this week's episode as Brandon Averill, AWM CEO, takes the host chair and teams up with AWM portfolio manager, Mena Hanna, for a fast-paced session answering clients’ most pressing investing questions. Together, they unpack the realities of S&P 500 exposure, the long-term power of global diversification, and why compounding outpaces gold and real estate over time. The conversation also covers interest rates, currency moves, and the impact of tariffs, giving listeners actionable insights with a dash of humor and candor. Whether you’re working to build generational wealth or simply want a clearer financial playbook, this episode delivers practical wisdom you won’t want to miss.

Connect with us

Chapter Outline
(00:00) Rapid fire investing questions
(01:15) S&P 500 in client portfolios
(03:21) Stock market versus gold and real estate
(06:43) Interest rates and portfolio impact
(10:25) The case for global diversification
(12:59) Tariffs, news, and long-term thinking
(14:35) Client engagement and setting the agenda

  continue reading

226 episodes

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