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.
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…
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…
Jul 29, 2022
Jul 12, 2022
Jun 13, 2022