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 23, 2025
Clients often ask us about gifting to family and friends. Affluent families generally use the annual exclusion amount as a…
October 26, 2021
As we approach the holidays, many of our clients begin thinking about charitable giving, both for altruistic reasons and for…
Feb 06, 2025
Feb 03, 2025
Jan 23, 2025