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.
August 18, 2021
Obviously, this is not an exhaustive list of investing errors, merely a short summary of three significant mistakes all 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…
July 9, 2021
Investors generally use the phrase “margin of safety” to describe Benjamin Graham’s philosophy of purchasing a stock with a market…
May 14, 2021
Markets are spooked about the threat of accelerating inflation. Equity market volatility spiked this week following reports that both the…
April 27, 2021
This year, The Vanguard Group, the country’s largest mutual fund manager, released a study of how their affluent clients invest. …
October 28, 2020
Given ultra-low interest rates and lofty equity valuations, financial advisors are questioning the future of a traditional “balanced” portfolio of…
Presidential Elections Don’t Matter (For Markets)
October 5, 2020
As the stock market fell in September, we have heard more and more questions about the impact of the coming…
Sep 09, 2021
Sep 03, 2021
Aug 27, 2021