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.
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…
April 12, 2021
Many mass affluent families rely on employer-based retirement plans for the bulk of their savings. This makes sense. After all,…
November 2, 2020
With a record 94 million votes cast before tomorrow’s election day, voter participation in our representative democracy appears strong. In…
September 28, 2020
Although saving and investing are incredibly important, as you approach retirement, it is vital to take a closer look at…
Mar 21, 2024
Feb 27, 2024