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 6, 2026
Why spending discipline matters as much as investment returns Start with $1 million. The year is 2006. Put half in…
June 2, 2026
By one important measure, U.S. equities are quite expensive. The “earnings yield” on a stock or an index of stocks…
May 22, 2026
Today, we address a timely and important money trend, the proliferation of gambling which can blur the lines between investing…
The Surge: FINRA Margin Debt in 2026
March 13, 2026
Investors currently face a milestone in market leverage. FINRA margin debt reached a record $1.28 trillion in early 2026. This…
January 21, 2026
Investors analyze the stock market through various lenses. Fundamental analysis examines company health via earnings, revenue, and debt. Valuation metrics,…
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;…
Oct 06, 2026
Jul 28, 2026
Jul 10, 2026