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 21, 2024
The first article in our “Estate Planning Basics” series addressed the three core documents of an estate plan – a Will, a Durable…
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…
Nov 08, 2024
Oct 11, 2024
Sep 12, 2024