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.
January 13, 2026
As we enter this new year, the retirement savings landscape is shifting. Today we highlight new Roth 401(k) options for…
November 17, 2025
Clients often ask us, “Where is the market is heading?” After all, economists publish growth projections to one decimal place;…
July 8, 2025
Perhaps it is a fear of missing the next big AI advancement or cryptocurrency, or maybe it is just a…
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…
Jan 13, 2026
Nov 17, 2025
Sep 30, 2025