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.
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…
Estate Planning Basics – Life Insurance
May 18, 2020
Back in February, when things were “normal,” we started writing a series on estate planning basics. In the meantime, we…
Estate Planning Basics – Probate and Non-Probate Assets
February 19, 2020
The first article in our “Estate Planning Basics” series addressed the four core documents of an estate plan – a…
Mar 16, 2023
Mar 13, 2023
Feb 14, 2023