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…
The Wealth Management Process – Refining
February 6, 2024
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
The Wealth Management Process – Money
October 24, 2023
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
The Wealth Management Process – Getting to Know You
October 6, 2023
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
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…
Mar 21, 2024
Feb 27, 2024