AWM Insights Financial and Investment News

2023 was a year filled with surprises. It showed us how different predictions are from reality. As we kick off a year that is already starting with a lot of uncertainty and ending with a presidential election, it's critical to keep the lessons we have already learned top of mind.

The key to successful outcomes is to block out the noise and focus on what matters over the long term. Market fluctuations are like the turbulence that a well-positioned portfolio can weather. It is imperative to stay disciplined, avoid emotional investment decisions, and continuously align your portfolio with personal priorities.

There will be bumps along the way. Getting over the bumps and to the other side is what separates the best from the rest.

Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (💡) to Brandon at (714) 504-7689 to join our new AWM Insights Network.

Episode Highlights

  • 00:03: Intro
  • 00:38: Current market dynamics and earnings expectations.
  • 02:19: Uncertainty around interest rates and difficulty predicting markets.
  • 03:24: Impact of the upcoming presidential election on markets and portfolio positioning.
  • 04:30: Prioritizing short-term goals.
  • 05:53: Emotional investment decisions and the importance of personal priorities.
  • 08:50: Text us!

What is AWM Insights Financial and Investment News?

A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.