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.
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…
July 9, 2021
Investors generally use the phrase “margin of safety” to describe Benjamin Graham’s philosophy of purchasing a stock with a market…
February 11, 2021
As a firm, we spend little time on “sales.” We don’t have a marketing budget and have never advertised. And…
July 7, 2020
Today, we continue our series on Behavioral Finance. Behavioral finance is the crossroads of psychology and economics. It recognizes that investors…
June 30, 2020
“Congratulations. I knew the record would stand until it was broken.” – Yogi Berra Behavioral finance is the crossroads of psychology…
June 16, 2020
Today, we continue our series on behavioral finance. This is an extremely important time to look at behavioral finance because…
June 10, 2020
Over the coming weeks, we will take a deep dive into behavioral finance. This is a fascinating area and one…
Sep 09, 2021
Sep 03, 2021
Aug 27, 2021