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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.
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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FIRE vs. Micro-Retirement: Which Financial Plan Will Help You in the Long Term?
Source: Investopedia – Financial independence doesn't have to follow a single path. Here's how FIRE and micro-retirement compare—and how to choose the one that fits your lifestyle.
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Planning a Vacation on a Budget: Top 10 Travel Tips to Keep Your Finances on Track
Source: T. Rowe Price – Combine affordability with adventure as you plan your next vacation. Unlock our strategies to making the most of your budget without compromising your savings.
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The Good, the Bad, and the Ugly in the One, Big, Beautiful Bill
Source: Tax Foundation – Republicans have advanced legislation to extend many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) alongside dozens of new provisions. Any comprehensive tax legislation is going to have its wrinkles, and the “One, Big, Beautiful Bill” is no different.
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The Subtle Habits That Make Us Lonelier as We Get Older
Source: HackSpirit – Loneliness in later life doesn't always arrive with a loud knock. More often, it creeps in quietly — through subtle shifts in behavior, outlook, and routine.
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Two Enduring Legacies, One Oracle's Exit, and 'Buffett's Alpha'
Source: CFA Institute – Commemorating Warren Buffett's legacy and the Financial Analysts Journal's 80th Anniversary through the lens of the award-winning article, 'Buffett's Alpha'.
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As Tariff And Market Anxiety Rises, How Will Your Generation React?
Source: Forbes – Tariffs triggered a market plunge, but the emotional impact spans generations—shaping spending, saving, and retirement plans from Gen Z, millennials, Gen X and boomers.
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The Markets Are in the Fast Lane. Buckle Up.
Source: Advisor Perspectives – The markets today move at breakneck speed. In fact, if you've been watching your 401(k) the past month, you might have gotten whiplash.
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Investing Through Uncertainty: 5 Lessons in Emotional Discipline
Source: CFA Institute – In light of the uncertainty dominating today's markets and headlines, it's worth revisiting some of the behavioral pitfalls that have tripped up investors for centuries.
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Why Millennials and Gen Z are Taking Micro-Retirements — and How You Can Too
Source: Investopedia – Gen Z and millennials are taking career breaks despite having relatively short careers. On social media, these breaks are called 'micro-retirements', which involves taking multiple breaks that last many months throughout your career.
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Are You the Only One Who's Broke? Or Is It 'Money Dysmorphia'?
Source: The New York Times – The 'boom boom' aesthetic meets the gloom and doom of market turmoil.
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The United States of Amazon
Source: Kyla's Newsletter – In today's economy, the market has become a stage—where perception trumps price tags, AI affirms beliefs over facts, and political power warps corporate behavior. From Amazon's tariff backpedal to Trump's “department store” pricing model, we're witnessing economic surrealism in real time—an era where narrative, not numbers, drives decision-making. Welcome to the United States of Amazon, where reality is curated, not experienced.
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