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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.
I’m 65, Recently Married and My Wife’s Pension Is Tiny – It’ll Ruin My Retirement
Source: MSN – The i Paper's Agony Uncle advises a man who's worried about his travelling plans being held back by his wife's lack of money.
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FDA Approves First GLP-1 Pill for Obesity from Wegovy Maker Novo Nordisk
Source: CNBC – The approval gives Novo Nordisk a head start over chief rival Eli Lilly, which is racing to launch its own obesity pill.
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Layin' It on the Line: The New Retirement Loneliness Epidemic — Why Finances Are Only Half the Battle
Source: St George News – For decades, retirement planning was built around a simple formula: save enough, invest wisely and—if all goes well—sail smoothly into your golden years. But today, there’s a growing reality that...
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The Price of Paradise
Source: The Bermudian Magazine – To many Bermudians, paradise has a steep cost — soaring prices for food, housing, power and healthcare are squeezing families and driving some to leave the island in search of a more affordable life.
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Sequence-of-Returns + Concentration Risk: A Case-Based Framework to Stress-Test Pre-Retiree Portfolios
Source: Advisor Perspectives – Approaching retirement often brings a mix of excitement and anxiety as decades of saving meet the reality of market volatility. This article explores the “Danger Zone”—the critical window surrounding your retirement date...
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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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