As of May 14, 2025, BF&M Limited, the ultimate parent company of Argus Wealth Management, changed its name to Allshores Limited. On July 1, several Bermuda-based companies within the Allshores Group amalgamated under new names. Learn More

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.

SpaceX and OpenAI IPOs Could Push the AI Trade Deeper into Bubble Territory: Chart of the Day

Source: Yahoo Finance – Analysts are increasingly focused on the risks of an AI-driven market rally, as a growing share of investor capital becomes concentrated in a small group of companies benefiting from the sector's rapid growth.

> Read More

European Stocks Highest since March 2 as U.S.-Iran Talks Continue; Euro Zone Bond Yields Drop on Peace Hopes

Source: CNBC – Stocks in Europe are tracking their Asian counterparts higher after Japan's Nikkei 225 breached 65,000 for the first time.

> Read More

CEO with over $3 trillion under management tells Gen-Z to think past ‘hobby investing’

Source: CNBC – The comments come against a backdrop of deepening disillusionment among younger investors and rising mistrust in wealth management institutions.

> Read More

I've Advised Ultrawealthy Families for Decades. The Ones Who Stay Rich Do These 4 Things.

Source: MSN – The CEO of a wealth management software company said hundreds of good decisions over many years is what preserves riches.

> Read More

Trends In Philanthropy 2025

Source: UBS Wealth Management USA – At the end of the day, it’s not just about wealth. It’s about what your wealth can accomplish. Together, you and your UBS Financial Advisor can help prepare your financial life for today, tomorrow and generations to come – so you can stay focused on what matters most, no matter what the markets are doing. That’s our focus as the world’s largest wealth management firm.

> Read More

How Did the Strait of Hormuz Become so Important, and Will It Stay That Way?

Source: World Economic Forum – The Strait of Hormuz has been effectively sealed by the Iran war, starving the global economy of essentials. This is how the narrow waterway became so crucial.

> Read More

The Big Retirement Shock That Could Be Waiting for You

Source: Stuff – Poor planning will eventually come back to bite you.

> Read More

4 Surprising Ways Gen Z Is Investing Differently Than Older Generations

Source: Investopedia – Gen Z is rewriting the rules of investing. Here are the surprising ways they're doing it.

> Read More

Long-Term Money

Source: Collaborative Fund – Adam Smith, the 18th century economist, wrote that it’s not uncommon to meet a mother in the Scottish highlands “who…

> Read More

Top 10 Most Read Q1 Enterprising Investor Blogs

Source: CFA Institute Research & Policy Center – The 10 Most Read Enterprising Investor blogs from Q1 highlight key trends in portfolio strategy, global markets, and AI in investment management.

> Read More

Trying to Get Out of Debt? Here Are 6 Tips to Pay It off Faster

Source: Money – These moves can help you avoid years of back-breaking interest.

> Read More

Even Wealthy Americans Are Souring on the Economy as Gas Prices Spike and Stocks Fall

Source: CNN – Americans are growing more pessimistic about the US economy as the war on Iran continues to roil markets, with sentiment falling across all income groups — including the wealthiest.

> Read More

Iran War Could Push Inflation Higher This Year, Goldman Sachs Says

Source: Fox Business – Goldman Sachs economists see inflation moving higher this year than in their previous forecast amid the oil price shock caused by the Iran war's impact on global oil supplies.

> Read More

After Our Kids Left the Nest, We Sold Our House and Bought a Townhome. So Far, Downsizing Has More Pros than Cons

Source: MSN – We sold our big single-family house when we became empty-nesters and downsized to a townhome. It has benefits, like no mortgage, and drawbacks.

> Read More

Larry Fink's 2026 Annual Chairman's Letter to Investors

Source: BlackRock – Larry Fink explores how long-term investing can help more people share in their country's growth as geopolitical change and AI are reshaping the global economy.

> Read More