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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.
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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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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