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.
May 18, 2023
Charles Schwab recently released a memo to all advisors, including our office, regarding a cyber scam they are aware of….
May 27, 2021
The security of your money must be a high priority. With society’s overreliance on technology, scammers are working harder than…
March 8, 2019
As holistic financial planners, it’s our job to sometimes look beyond investments and retirement plans and focus on other important…