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.
June 1, 2018
If you’re a fan of the Netflix series Stranger Things, you know all about the “Upside Down World.” If you’re not,…
May 15, 2018
When creating retirement plans with clients, healthcare is always a major issue, whether you plan to retire early, work forever…
May 15, 2018
When we started Atwater Malick, gaining on a decade ago, we found fault with what we believed was “overdiversification” in…
April 24, 2018
A major asset for most mass affluent families is a home. As such, your home or homes are also important…
April 10, 2018
In an interview last week, the almost 89-year-old investment legend and Vanguard founder, Jack Bogle, said this is the most…
Mar 16, 2023
Mar 13, 2023
Feb 14, 2023