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.
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…
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…
Self-Serving, Spending and Savings
June 23, 2020
Self‐attribution bias or self‐serving attribution bias is our tendency as individuals to assign our successes to our natural gifts, such…
June 16, 2020
Today, we continue our series on behavioral finance. This is an extremely important time to look at behavioral finance because…
Apr 27, 2021
Apr 15, 2021
Apr 12, 2021