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.
October 11, 2024
Quora.com says transparency means an organization cannot and does not hide or conceal anything. It means observers can freely and…
September 6, 2024
Goal-based financial planning focuses on setting specific goals and creating a plan to achieve them. For the majority of our…
The Wealth Management Process – Refining
February 6, 2024
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
January 17, 2024
The US Federal Reserve has waged a two-year war against inflation. A primary weapon in its arsenal is short-term interest…
The Wealth Management Process – Goals Meet Money
January 2, 2024
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
2023/2024 Plan Contribution Limits
November 3, 2023
With the IRS announcing new 2024 contribution limits, the year winding down and the busy holiday season right around the…
The Wealth Management Process – Money
October 24, 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