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.
January 13, 2026
As we enter this new year, the retirement savings landscape is shifting. Today we highlight new Roth 401(k) options for…
2024 / 2025 Plan Contribution Limits
November 8, 2024
With the IRS announcing new 2025 contribution limits, the year winding down and the busy holiday season right around the…
2023/2024 Plan Contribution Limits
November 3, 2023
With the IRS announcing new 2024 contribution limits, the year winding down and the busy holiday season right around the…
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…
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…
Jan 21, 2026
Jan 13, 2026
Nov 17, 2025