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, 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 21, 2024
Feb 27, 2024