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.
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…
June 8, 2020
The roller coaster in the markets over the last four months has reinforced the importance of a clear investment approach,…
May 20, 2020
Quora.com says transparency means an organization cannot and does not hide or conceal anything. It means observers can freely and…
How to Stay the Course: 401(k) Edition
May 7, 2020
In theory, 401(k) investing should be straightforward. Young savers typically build a stock-heavy portfolio because equities have historically outperformed fixed…
May 4, 2020
“You never count your money / When you’re sittin’ at the table / There’ll be time enough for countin’ /…
April 20, 2020
Each year Fidelity Investments conducts a “Millionaire Outlook,” essentially a survey of over 1,000 millionaires, defined as those who have…
Mar 21, 2024
Feb 27, 2024