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.
March 21, 2024
The first article in our “Estate Planning Basics” series addressed the three core documents of an estate plan – a Will, a Durable…
Estate Planning Basics – Probate and Non-Probate Assets
March 7, 2024
The first article in our “Estate Planning Basics” series addressed the three core documents of an estate plan – a Will, a…
Estate Planning Basics – Core Documents
February 27, 2024
Following our Wealth Management essay series, we are now turning to a series on Estate Planning Basics. Today, we begin the…
The Wealth Management Process – Getting to Know You
October 6, 2023
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
September 1, 2022
The German mathematician Carl Jacobi and the billionaire investor Charlie Munger share a similar mantra, “invert, always invert.” Fundamentally, this…
Estate Planning Basics – Estate and Inheritance Taxes
June 3, 2020
This is the fifth and final installment of our Estate Planning Basics series. We began discussing the core documents you need for…
Estate Planning Basics – Trusts
May 26, 2020
This is the fourth installment of our Estate Planning Basics series. We began discussing the core documents you need for…
Mar 21, 2024
Feb 27, 2024