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…
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 1, 2021
American cartoonist Rube Goldberg (1883 to 1970) was famous for his illustrations of overly engineered machines designed to perform relatively…
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. …
Mar 16, 2023
Mar 13, 2023
Feb 14, 2023