Welcome to our blog. With client questions, observations and comments as inspiration, we’ve been writing about investments, markets and financial planning since we founded Atwater Malick in September of 2008. Below are links to some of our recent essays. We hope you find them educational and enjoyable.
September 21, 2023
On the surface, U.S. equities are having a good year. Following a brutal 18.11% loss in 2022, the S&P 500…
Rollover Workplace Retirement Plans
September 13, 2023
There are compelling reasons to consolidate your inactive (and sometimes even your active) workplace retirement plans. The Employee Benefit Research…
August 30, 2023
We wrote to you about Medicare in years past, but because various clients are always approaching Medicare eligibility, we thought…
July 27, 2023
We continue to see and hear about a variety of frauds that can impact clients. These cons are increasingly convincing,…
June 30, 2023
“Most things I worry about Never happen anyway” Tom Petty, Crawling Back to You “Stay the course” is…
June 6, 2023
Stock market returns come in fits and starts. Historically, stocks have experienced multi-year periods of robust gains followed by extended…
May 18, 2023
Charles Schwab recently released a memo to all advisors, including our office, regarding a cyber scam they are aware of….
Sep 21, 2023
Sep 13, 2023
Aug 30, 2023