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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.
Bessent Believes There Won’t Be a Recession in 2026 but Says Some Sectors Are Challenged
Source: CNBC – Treasury Secretary Scott Bessent said the U.S. was not at risk of entering a recession in 2026 and that Americans would soon benefit from Trump's policies.
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JPMorgan Sees S&P 500 Reaching 7,500 in 2026 — or Surging Past 8,000 If the Fed Keeps Cutting Rates
Source: Yahoo Finance – JPMorgan's stock market strategists think 2026 will be another good year for US investors.
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MIT Study Finds AI Can Already Replace 11.7% of U.S. Workforce
Source: CNBC – Artificial intelligence can already replace 11.7% of the U.S. labor market, across finance, health care and professional services, according to MIT's study.
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Planning To Buy a House With Investments? Know the Risks of Keeping Your Down Payment in Volatile Assets
Source: Realtor.com – When it’s time to buy a home, make a plan for taking your money out of risky investments and putting it aside for your down payment.
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Warren Buffett's Investor Letter May Be His Last as Berkshire Hathaway's CEO: “I'm 'going Quiet.'”
Source: CBS News – In an eight-page letter published Monday, Warren Buffett said he'll donate 2.7 million of his shares to four family foundations.
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A Balanced Approach for More Cautious Investors
Source: Advisor Perspectives – Head of U.S. Fixed Income Greg Wilensky and Portfolio Manager Jeremiah Buckley discuss how balanced strategies can help investors stay true to their long-term objectives by providing a less volatile option to an all-equity portfolio.
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How Many People Actually Retire at 65? The Reality Might Shock You
Source: Investopedia – Is 65 still the standard retirement age, or are changing trends pushing Americans to retire earlier or work longer?
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Why Agentic AI Presents a Turning Point for Business Resilience
Source: World Economic Forum – Agentic AI enables autonomous, multi-agent collaboration to break business silos, improve sustainability, enhance compliance, and strengthen resilience.
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How Much Should You Have Saved by 35? Expert Tips to Ensure You're on Track
Source: Investopedia – Wondering if you're on track with your savings? Find out how your balance compares to others your age—and what could help you build it faster.
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US Job Market Shows Signs of 'Tepid Recovery' in October, ADP Says
Source: Yahoo Finance – The US labor market showed some signs of rebounding in October after weakening in late summer.
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The Top 5 Energy Technology Trends of 2025
Source: World Economic Forum – There are several key energy technology trends dominating 2025. Security, costs and jobs; decarbonization; China; India; and AI all need to be monitored.
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What the Fed Rate Cut Will Mean for Your Finances
Source: Yahoo Finance – The Federal Reserve cut its benchmark interest rate Wednesday for the first time in nine months. Since the last cut, progress on inflation has slowed while the labor market has cooled. The federal funds rate, set by the Federal Reserve, is the rate at which banks borrow and lend to one another.
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Retirees Urged to Take Charge as Government Support Wanes
Source: The Royal Gazette – Employees can no longer rely on the Government to secure their retirement, industry leaders warned at the CFA Society Bermuda’s Pension Breakfast Seminar yesterday. The event at the Hamilton Princess.
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Whistling Past the Graveyard
Source: Advisor Perspective – At the risk of assaulting an already deceased equine, happy talk about decreased spending in retirement strikes us as the whistling-past-the-graveyard rationalization of those who fear they haven’t saved enough. In plain English, the average retiree spends less than while working because they have to, not because they want to. Advisors and prospective retirees should take care not to confuse the two.
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Social Media Influences One-Third of New Investors — Many Regret Their Financial Choices
Source: Investopedia – Whether it's meme stock threads on r/WallStreetBets or TikTok "finfluencers" breaking down trading strategies, young traders’ social media feeds are crowded — and many of them are relying on them to guide their investment decisions.
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