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.
September 1, 2022
The German mathematician Carl Jacobi and the billionaire investor Charlie Munger share a similar mantra, “invert, always invert.” Fundamentally, this…
Estate Planning Basics – Life Insurance
May 18, 2020
Back in February, when things were “normal,” we started writing a series on estate planning basics. In the meantime, we…
Mar 16, 2023
Mar 13, 2023
Feb 14, 2023