Focusing on the Process | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #34

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Episode Summary

On this week’s episode of AWM Insights, Brandon Averill, CFP®, CPWA®, CIPM, Erik Averill, CFP®, CPWA®, CKA®, and Justin Dyer, CFA®, CFP®, discuss the week in financial markets where we’re met with another great reminder that not all private market opportunities are without substantial risk with the fall of Quibi. Plus, the electric car boom is approaching with a big announcement from Hummer, and how to make sense of all the noise surrounding the election and the impact the outcome will have on your taxable assets. 

Next Steps

Don't let the tax tail wag the investment dog

Are you seeking a tax-free income? Do you live in a state with a high income tax? Are you looking for a customized portfolio for your individual needs?

In this week's episode, we mention an upcoming free webinar that we'll be hosting on November 12 at 11:00am PST/1:00pm CST.

Attend this webinar to learn from the co-founders of AWM Capital on how to maximize your after-tax returns through strategies such as Selective State Municipal Bonds and tax efficient investing.

We have a limited number of spots available for this webinar, so register today at the link below!

Episode Highlights:

  • 00:55 Why Brandon might have to burn his “Bummer” t-shirt, as the Hummer is going electric!

  • 1:34 Quibi seemed to be on a great financial trajectory and had all kinds of talent, they decided to shut down. Brandon talks about the market implications for the closing of Quibi. 

  • 2:56 We’re also seeing new economic data that’s just being released as we ended Q3. The important takeaways from the data including great news for the economic rebound.

  • 5:30 In Average Joes vs. Pros: How should you react to the differing tax policies based on the Presidential election?

  • 6:10 History tells us you can’t correlate performance of financial markets with the party holding presidency. 

  • 6:52 How to avoid the knee-jerk short-term reactions that will hurt your portfolio.

Stay Connected

AWM Capital: IG | LinkedIn | Facebook | AWMCap.com

Erik Averill: LinkedIn

Brandon Averill: LinkedIn

Justin Dyer: LinkedIn