Blog
01/29/2025
AWM January Planning Newsletter

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01/08/2025
AWM Q4 Investment Commentary

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12/19/2024
The 8,000 Days Workbook

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12/16/2024
2025 Retirement Plan Updates

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11/26/2024
AWM November Planning Newsletter

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11/07/2024
Trump 2.0: The Once and Future President

Donald Trump has won the White House and Republicans have won a larger-than-expected majority in the Senate. The outlook for the House is still unclear but is leaning towards a narrow Republican majority and therefore a Republican election sweep. Below we provide some thoughts on the policy priorities under the Trump administration, the impact on financial markets, potential risks, and what investors should really focus on.
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10/25/2024
2024 Year-End Tax Tips

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10/22/2024
Penn Wharton Budget Model

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10/14/2024
AWM Q3 Investment Commentary

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09/20/2024
AWM September Planning Newsletter

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08/26/2024
AWM August Investment Commentary

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08/19/2024
AWM August Planning Newsletter

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07/08/2024
AWM July Planning Newsletter

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07/02/2024
AWM Q2 Investment Commentary

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06/24/2024
AWM June Planning Newsletter

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06/12/2024
AWM June Investment Newsletter

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05/29/2024
AWM May Planning Newsletter

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05/21/2024
AWM May Investment Newsletter

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04/29/2024
AWM April Planning Newsletter

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04/29/2024
AWM Q1 Investment Commentary

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03/26/2024
AWM March Planning Newsletter

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03/07/2024
“It’s the Economy, Stupid”

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02/27/2024
Winning by Losing Less

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02/22/2024
AWM February Planning Newsletter

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01/29/2024
AWM January Planning Newsletter

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01/11/2024
Spot Bitcoin ETFs Are Here. Should You Invest?

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01/08/2024
AWM Q4 Investment Commentary

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12/21/2023
AWM December Planning Newsletter

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12/06/2023
This Time It May Really Be Different

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10/30/2023
AWM October Planning Newsletter

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10/09/2023
AWM Q3 Investment Commentary

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10/04/2023
How To Spend From A 529 College Plan

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10/02/2023
How Confident Are You In Your Retirement?

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09/28/2023
AWM September Planning Newsletter

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09/13/2023
Market Summary

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09/08/2023
AWM September Investment Newsletter

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08/23/2023
Thought on Inflation and the Bond Market

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08/22/2023
AWM August Planning Newsletter

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08/02/2023
Bond Fund Yields

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07/21/2023
AWM July Planning Newsletter

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07/18/2023
AWM 2023 Q2 Investment Commentary

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07/18/2023
Thoughts on the Market

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06/22/2023
AWM June Planning Newsletter

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06/15/2023
Tax Planning for ALL Seasons

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05/22/2023
AWM May Planning Newsletter

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05/16/2023
AWM Thoughts on Artificial Intelligence

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05/09/2023
AWM May Investment Newsletter

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05/09/2023
Narrow Markets

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05/01/2023
AWM April Planning Newsletter

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04/18/2023
AWM 2023 Q1 Investment Commentary

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03/17/2023
AWM March Planning Newsletter

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03/14/2023
Thoughts on the Silicon Valley Bank Failure

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03/08/2023
AWM March Investment Newsletter

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03/02/2023
Fill Your Bucket: Retirement Spending Strategies

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02/27/2023
Warren Buffet's Annual Letter to Shareholders

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02/15/2023
AWM February Planning Newsletter

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02/14/2023
The Power of Politics?

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01/17/2023
AWM January Planning Newsletter

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01/06/2023
AWM Q4 Investment Commentary

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12/05/2022
AWM December Planning Newsletter

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12/02/2022
Can You Spot the Bubble(s)?

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11/11/2022
12 Lessons From Buffett & Munger

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11/01/2022
2022 Year-End Charitable Giving Tips

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10/24/2022
2022 Year-End Tax Tips

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10/17/2022
AWM October Planning Newsletter

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10/12/2022
AWM Q3 Investment Commentary

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10/05/2022
Your Brain May Be Hurting Your Investment Returns

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09/13/2022
AWM September Investment Update

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08/22/2022
AWM August Planning Newsletter

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08/18/2022
How to Detect Bull$*^t Investment Strategies

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08/17/2022
Choosing Your IRA and 401 (k) Beneficiaries

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08/12/2022
AWM July Investment Newsletter

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08/10/2022
Guiding Quotes

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08/02/2022
5 Risks to Retirement Income

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07/19/2022
AWM July Planning Newsletter

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06/23/2022
AWM June Planning Newsletter

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06/15/2022
Three Questions That Can Determine Your Quality of Life in Retirement

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06/08/2022
2023 Key Numbers for Health Savings Accounts

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05/31/2022
Live Your Best Retirement

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05/25/2022
The Long-Term Case for Commodities and Resource Stocks

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05/23/2022
AWM May Planning Newsletter

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05/19/2022
AWM April Planning Newsletter

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05/13/2022
AWM April Investment Newsletter

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05/05/2022
Should You Take That Early Retirement Offer?

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04/21/2022
Smart Strategies for Giving to Charity

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04/19/2022
AWM Q1 Investment Commentary

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03/31/2022
Energy Transition

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03/24/2022
Commodity Price Shocks and Recession Risk

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03/08/2022
AWM March Planning Commentary

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03/01/2022
Thoughts on the Tragedy in Ukraine

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02/11/2022
AWM February Investment Commentary

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02/11/2022
Looking to History for Clues

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02/07/2022
AWM February Planning Commentary

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01/05/2022
AWM January Planning Commentary

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07/15/2021
AWM Q2 Investment Commentary

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