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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.
4 Expert-Backed Tips for Choosing the Best Healthcare Proxy
Source: Advisor Perspectives – When it comes to selecting a person to be a healthcare proxy, here are a few characteristics that advisors can encourage their clients to consider.
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What’s the Best Withdrawal Strategy in Retirement?
Source: Of Dollars And Data – The 4% Rule is just the beginning. Here’s how to spend money in retirement without running out.
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Before Your Parents Retire, Make Sure You Ask About These 6 Things
Source: Huffpost – The sooner you have these conversations, the better it is for everyone. But make sure to watch your tone.
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Six Principles for Athletes that Work for Work, Too
Source: Microsoft – To boost and sustain performance, take lessons from the sports world.
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Institutional Landlords See New Competition from an Unexpected Source
Source: CNBC – Some frustrated sellers are deciding to delist their properties and instead offer them on the rental market.
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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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