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Is the Average American Family tapped out?

May 17, 2018
Is the average American family finding it difficult to increase their discretionary spending? This is a critical question for the economy since almost 70% of U.S. economic growth (GDP) is driven by consumer spending. If consumer spending slows, expect the economy to slow down with it. Some signs are emerging that this is already occurring. For...
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Protect Your Identity and Finances

June 6, 2016
As American increasingly turn to the internet to connect, work and shop, the threat of malicious hackers and identity thieves continues to rise. We in the financial services industry are upping efforts to secure clients’ information, but there are additional efforts individuals must consider as part of a more holistic approach.   Know the Risks...
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Late in Investment Cycle – Time to Buy Commodities?

June 6, 2016
An economic cycle is measured from the end of the last recession to the beginning of the next one. Since World War Two, the average expansion period of the cycle, from the  bottom of last cycle to peak growth has lasted 58 months. The current cycle began in June 2009, and at 107 months is...
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Is it Time to Consider a Trust?

June 6, 2016
You may think of trusts as luxurious financial vehicles for the elite and wealthy, but the variety and versatility of trusts available offer a number of options to anyone with clear ideas about what they want their hard-earned wealth to do.   Trusts Can Allow Greater Privacy One of the most common uses of a...
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In 2017, AWM Global Advisors was ranked by Advisory HQ as one of the top 10 Wealth Advisors in San Diego. AdvisoryHQ considered at a wide range of factors in the selection process including fiduciary duty, independence, transparency, level of customized service and years of experience amongst others. Details of the selection process can be found in the link below. Firms do not pay a fee to be selected nor are they advised that they are under consideration until after the selection is made. No employees or clients were interviewed during the selection process. Third-party recognition from rating services are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Methodology for Ranking Top Advisors in the U.S and U.K.