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.
November 23, 2022
First, we wish you a very Happy Thanksgiving! We are extremely grateful to work with you. Second, in observance of…
September 1, 2022
The German mathematician Carl Jacobi and the billionaire investor Charlie Munger share a similar mantra, “invert, always invert.” Fundamentally, this…
May 12, 2022
A few years ago, we wrote a note about “Zooming Out,” a concept business consultants and life coaches sometimes use…
April 29, 2022
In a recent academic paper, Alex Domash and Larry Summers pointed out that since 1955 there have been eight instances…
August 10, 2021
Our last essay was about coaching clients toward successful behaviors. To get the conversation started we used Wikipedia’s definition of coaching: “Coaching…
July 9, 2021
Investors generally use the phrase “margin of safety” to describe Benjamin Graham’s philosophy of purchasing a stock with a market…
June 30, 2021
When we write about the market, we do so to address what has happened and how it affects our investment…
Mar 16, 2023
Mar 13, 2023
Feb 14, 2023