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The Journal
Please note, some articles may require a subscription. Additionally, books mentioned in some of the articles are ‘recommended reads’. AWM is not affiliated with any of the publishers and does not receive royalties.
3 Investment Principles for Building Long-term Resilience
Source: World Economic Forum – Structural and foundational shifts in global markets are making investing more challenging. Following these strategies will help you build a resilient and flexible portfolio that avoids risk.
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The Most Important Quotes in Investing
Source: Ben Felix Youtube Channel – Some of the most valuable wisdom in investing exists in the form of short quotes that distill hard-earned experience and knowledge from expert practitioners and academics into a handful of words.
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Trump Tariff Revenue Expected to Offset Tax Bill Impact, S&P Says in U.S. Credit Rating Hold
Source: CNBC – S&P Global warned U.S. government debt credit ratings could 'come under pressure' if political developments affect the independence of the Federal Reserve.
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The Popular 4% Rule for Retirees Just Got an Update
Source: Money – The creator of the 30-year-old rule has bumped up his recommendation after a new analysis.
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Six Smart Ways to Help Boost Your Financial Wellness
Source: T. Rowe Price – Managing your saving, spending, and investing might feel overwhelming, but by taking a few simple steps, you can help get a handle on your finances.
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4 Expert-Backed Tips for Choosing the Best Healthcare Proxy
Source: Advisor Perspectives – When it comes to selecting a person to be a healthcare proxy, here are a few characteristics that advisors can encourage their clients to consider.
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What’s the Best Withdrawal Strategy in Retirement?
Source: Of Dollars And Data – The 4% Rule is just the beginning. Here’s how to spend money in retirement without running out.
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Before Your Parents Retire, Make Sure You Ask About These 6 Things
Source: Huffpost – The sooner you have these conversations, the better it is for everyone. But make sure to watch your tone.
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Six Principles for Athletes that Work for Work, Too
Source: Microsoft – To boost and sustain performance, take lessons from the sports world
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Institutional Landlords See New Competition from an Unexpected Source
Source: CNBC – Some frustrated sellers are deciding to delist their properties and instead offer them on the rental market.
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Life Lessons from 90-year-olds Who Are Still Working, Active, and Financially Savvy
Source: MSN – A half dozen workers in their 90s said working gives them purpose and drive. Still, some said work is essential to make ends meet.
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Fed Governor Waller Says Central Bank Could Cut Rates as Early as July
Source: CNBC – The central banker said he and his colleagues should move slowly but start to ease as inflation is no longer a major threat.
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Survey Reveals the Rising Importance of Financial Planning at Retirement
Source: T. Rowe Price – Establishing a formal retirement withdrawal strategy leading into retirement can help ensure that your savings are distributed in a way that best supports your needs.
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What Really Matters?
Source: Oaktree Capital – Howard Marks discusses the disadvantages of short-term thinking, the difference between volatility and risk, and the one word he believes defines the essence of investment excellence.
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Vices, Virtues, and a Little Humor: 30 Quotes from Financial History
Source: CFA Institute – This collection of quotes from US financial history offers timeless lessons in vice, virtue, and investing wisdom for every generation.
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