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.
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…
Determine Your Margin of Safety
December 15, 2021
Investors generally use the phrase “margin of safety” to describe Benjamin Graham’s philosophy of purchasing a stock with a market…
December 1, 2021
For the bulk of mass affluent families, the ultimate financial goal is retirement. And the most common vehicle for these…
November 23, 2021
Given ultra-low interest rates and lofty equity valuations, various experts and financial journalists are questioning the future of a traditional…
September 21, 2021
In the post-World War II years, volatility in U.S. equity markets has served to push fragile money out of stocks,…
Nov 03, 2023
Oct 24, 2023
Oct 06, 2023