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.
February 14, 2023
How are woodworking and investing related? Quite simply, any trade, craft, sport or profession has a similar recipe for effectiveness…
November 23, 2022
First, we wish you a very Happy Thanksgiving! We are extremely grateful to work with you. Second, in observance of…
2022 / 2023 Plan Contribution Limits
November 4, 2022
With the IRS announcing new 2023 contribution limits, the year winding down and the busy holiday season right around the…
September 26, 2022
We have an old Wall Street Journal comic that a client gave us. It depicts a middle-aged man in a…
September 21, 2022
In life, only death and taxes are certain. But whereas death is unavoidable, you can sometimes minimize taxes. The concept…
July 12, 2022
We had a nice reprieve over the last week, but the bear market persists. We know bear markets are inevitable….
March 14, 2022
In our last essay, we explored our broader investment strategy with an emphasis on how we manage portfolio income (scheduled…
Sep 21, 2023
Sep 13, 2023
Aug 30, 2023