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.
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…
Mar 16, 2023
Mar 13, 2023
Feb 14, 2023