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 Three Forces Shifting the Investment Landscape

Source: Advisor Perspectives – Three factors heavily influenced the financial landscape over the last 12 months — AI-focused technological optimism, hoped-for leveling up, and higher government bond yields.

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For Love or Money? Americans’ Spending Habits for Valentine’s Day

Source: Empower – New research on Americans’ attitudes about money and relationships, from Valentine’s Day gift giving to everyday habits.

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Crypto in Your Retirement Account? It's Not a Crazy Question

Source: Kiplinger – Time was, including crypto in your retirement account seemed far too risky. Some financial experts now recommend it for diversification. But buyer beware.

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On Bubble Watch

Source: Oaktree – One of the first great investment adages I learned in the early 1970s is that “being too far ahead of your time is indistinguishable from being wrong.” In this case, however, I wasn’t too far ahead.

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Wealthy Boomers Would Rather Enjoy Their Money Now Than Save It for Their Kids

Source: Money.com – A new survey finds wealthy boomers are shying away from leaving inheritances in favor of enjoying their money now.

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What is "Don't Buy 2025" challenge popular on social media?

Source: Newsweek – Netizens are challenging themselves to reduce their consumption — but what is the No Buy 2025 challenge?

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If You're Rethinking Your Portfolio This New Year, Do This First

Source: Finimize – There was so much upheaval in 2024 that you’d be forgiven for starting from scratch, but Reda thinks you’ll go a lot further if you use these four steps.

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A Perimenopause Gold Rush Is Making Big Promises to Women

Source: The Cut – Author Jessica Bennett, recounts her experience with perimenopause, highlighting the lack of awareness and the subsequent flood of misleading information and products targeting women in this stage of life.

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Each Generation Has Unique Financial New Year's Resolutions

Source: EMARKETER – They require different types of banking products and services in 2025.

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How to Break 11 Common Bad Habits for Good

Source: Real Simple – From biting your nails to constantly running late, here are 11 bad habits many of us struggle with, and how to kick them (and any bad habit) to the curb.

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34 Frugal Living Tips That Really Work: Warren Buffett’s Saving Money Habits

Source: New Trader U – Welcome to my comprehensive guide for frugal living tips based on the teachings and lifestyle of billionaire Warren Buffett.

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Late to Retirement Planning? Four Ways to Help Catch Up

Source: MSN – If you're afraid you're behind in saving for retirement, it's important to act. You can do something. Here are four ways to help get back on track.

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We Retired and Sold Nearly Everything We Own — And I’ve Never Felt Richer

Source: Katie Couric – How our financial and emotional prep set us up for a successful retirement.

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Property Brothers: Millions of Boomers Will Need to Retrofit Their Homes

Source: Yahoo Finance – Property Brothers Jonathan and Drew Scott discuss aging baby boomers and the housing dilemma.

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The Most Important Conversation to Have Before You Die

Source: The New York Times – Talking about your advance care directive with your loved ones will make life — and death — easier later on.

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Bitcoin Breaks $100,000. Is It Too Late to Buy?

Source: Motley Fool Money – It finally happened. Bitcoin (BTC 1.17%) smashed through the (mostly psychological) $100,000 barrier, just 14 years after it passed the $1 mark for the first time. That is an absolutely incredible ascent.

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Robotic Pets Offer Gentle Connection in ‘World of Agitation, Anger, Confusion’ for DC Dementia Patients

Source: wtop news – For a dementia patient, holding a robotic dog or cat can provide soothing moments as loss of memory and other mental faculties interferes with daily life.

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