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.
April 28, 2026
Investment success rewards the patient, those who can ignore the noise and focus on the long-term. For these reasons, we…
The Surge: FINRA Margin Debt in 2026
March 13, 2026
Investors currently face a milestone in market leverage. FINRA margin debt reached a record $1.28 trillion in early 2026. This…
September 30, 2025
U.S. equities have been the primary driver of portfolio growth for over a decade, with strong earnings, innovation, and consumer…
Jul 10, 2026
Jun 17, 2026
Jun 02, 2026