Black Friday Market Impact | Erik Averill, Brandon Averill, Justin Dyer | AWM Insights #39

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Episode Summary

Brandon Averill, Erik Averill, and Justin Dyer discuss the rising stock market even in a global pandemic, and long-term investing with a plan for whatever may come your way

Episode Highlights

• 0:34 Dow 30,000 milestone and other milestones in the stock market 

• 3:55 How expectations should go into making decisions on the investment portfolio 

• 6:16 You are not investing all your money at the market high. It is a long process that takes time 

• Justin Dyer: “You gotta think about the long-term aspect that ties into the financial structure and focusing on the outcome.” 

• 8:43 Brandon Averill: “There is a lot of different things that we’re focused on from a tax perspective right now...we certainly don’t have any more clarity on what's gonna happen.” 

• 8:51 Make sure asset location is in place, make sure you are doing your Tax-Loss harvesting, run the projections. 

• 10:11 Justin Dyer: “It’s controlling what you can control.” 

• Have a plan in place for any potential market environment that may come your way. 

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Erik Averill: LinkedIn

Brandon Averill: LinkedIn

Justin Dyer: LinkedIn