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 13, 2023
There are compelling reasons to consolidate your inactive (and sometimes even your active) workplace retirement plans. The Employee Benefit Research…
2022 / 2023 Plan Contribution Limits
November 4, 2022
With the IRS announcing new 2023 contribution limits, the year winding down and the busy holiday season right around the…
2021 / 2022 Plan Contribution Limits
December 17, 2021
For U.S. workers, the most popular method of saving for retirement and healthcare is in qualified plans and other tax-advantaged…
How to Stay the Course: 401(k) Edition
May 7, 2020
In theory, 401(k) investing should be straightforward. Young savers typically build a stock-heavy portfolio because equities have historically outperformed fixed…
November 11, 2019
For many of us, the most popular method of saving for retirement is into qualified retirement plans. These plans take…
Sep 21, 2023
Sep 13, 2023
Aug 30, 2023