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.

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.

> Read More

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.

> Read More

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.

> Read More

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.

> Read More

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'.

> Read More

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.

> Read More

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.

> Read More

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.

> Read More

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.

> Read More

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.

> Read More

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.

> Read More

How Tariffs May Affect Markets and Investment Portfolios

Source: BlackRock – New trade policies may affect markets but we still favor U.S. equities and diversifying through high-quality short-term bonds, 'plus' sectors, and alternatives.

> Read More

The Power Behind 'Knowing'

Source: Advisor Perspectives – Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

> Read More

The Longevity Economy: Building a Future for All Generations

Source: World Economic Forum – By 2080, there will be more people over the age of 65 than children under the age of 18. (Reference Paper)

> Read More

How to Spring-clean Your Finances. It Can 'Make You Feel More Secure,' Advisor Says

Source: NBC New York – Spring is a great time for a financial “deep clean.” Steps include organizing financial documents, tidying your budget and polishing your investment.

> Read More

Most Popular Retirement Plan Trends for 2025

Source: Mercer Advisors – Discover 11 retirement plan trends to help attract and retain employees in 2025.

> Read More

Seeking Stability - PIMCO - Commentaries

Source: Advisor Perspectives – The world has entered a period of geopolitical uncertainty, with the U.S. now at the center of the storm.

> Read More