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 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 financial planning 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…
October 14, 2021
The stock market volatility this fall reminds us of the churn in the spring of 2018, but still far below…
October 6, 2021
In the world of investing, “indexing” is an overused, ambiguous and nonspecific word. Investopedia defines indexing as “the adjustment of…
Nov 23, 2022
Nov 18, 2022
Nov 04, 2022