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 24, 2023
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
February 14, 2023
How are woodworking and investing related? Quite simply, any trade, craft, sport or profession has a similar recipe for effectiveness…
September 1, 2022
The German mathematician Carl Jacobi and the billionaire investor Charlie Munger share a similar mantra, “invert, always invert.” Fundamentally, this…
March 14, 2022
In our last essay, we explored our broader investment strategy with an emphasis on how we manage portfolio income (scheduled…
February 15, 2022
One of our highest priorities is implementing a straightforward investment and Wealth Management process. In the spirit of transparency, we…
November 5, 2021
“Congratulations. I knew the record would stand until it was broken.” – Yogi Berra Hindsight bias is a misconception arising…
October 19, 2021
With inflation heating up and bond yields still paltry, some are again questioning the use of fixed income (bonds) in…
Apr 21, 2025
Apr 11, 2025
Apr 08, 2025