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.
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,…
September 9, 2021
That’s been one of my mantras – focus and simplicity. Simple can be harder than complex: You have to work…
August 10, 2021
Our last essay was about coaching clients toward successful behaviors. To get the conversation started we used Wikipedia’s definition of coaching: “Coaching…
July 26, 2021
A good financial advisor should be a coach to his clients. Wikipedia says, “Coaching is a form of development in which an…
Vacation Home, Savings or Spending?
June 4, 2021
With vacation season heating up, we thought it an appropriate time to share some brief thoughts on vacation homes. Aside…
Mar 21, 2024
Feb 27, 2024