ANNOUNCEMENT: We’re pleased to announce that Argus and BF&M have completed their amalgamation.

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.

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.

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The Power Behind 'Knowing'

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

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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)

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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.

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Most Popular Retirement Plan Trends for 2025

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

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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.

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How Will DOGE Impact the Market and Economy?

Source: Financial Design Studio – Learn where The Department of Government Efficiency “DOGE” is expected to have a significant impact on markets and the economy.

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Women Run the Investments in Most Homes: CFP Board

Source: The Daily Upside* – More than two-thirds of women report being their households' primary decision-makers regarding financial investment choices.

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'Lemonading' Is the Life Strategy That'll Make You Happier

Source: Real Simple – A new study found that "lemonading" can help us cope with life's hardships. Read on for the concept of lemonading, its impact, and how to apply the strategy to your life.

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Market Volatility Tempting You to Get Out? Read This First

Source: Kiplinger – If you're retired, or soon will be, riding out a roller-coaster market can be nerve-racking. Try to hold steady and focus on balancing your investments.

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Why Do Women Live Longer Than Men?

Source: The New York Times – By understanding the reasons, scientists hope to help both sexes age better.

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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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