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.
August 14, 2024
This is the final article in our estate planning series. Throughout the last several months, we have covered the core…
Estate Planning Basics – Estate and Inheritance Taxes
July 18, 2024
This is the fifth installment of our Estate Planning Basics series. We first discussed the core documents you need for an estate…
Estate Planning Basics – Trusts
May 15, 2024
This is the fourth installment of our Estate Planning Basics series. We began discussing the core documents you need for an estate…
Estate Planning Basics – Life Insurance
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…
Apr 21, 2025
Apr 11, 2025
Apr 08, 2025