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.
October 26, 2021
As we approach the holidays, many of our clients begin thinking about charitable giving, both for altruistic reasons and for…
April 29, 2020
With over 1,000,000 Americans testing positive for COVID-19, we are staring down a health emergency. In response, social distancing measures…
IRAs, RMDs and Charitable Giving
October 3, 2019
A qualified charitable distribution (QCD) allows individuals age 70½ years or older to donate up to $100,000 per year to…
Jun 06, 2023
May 18, 2023
May 15, 2023