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.
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…
September 2, 2020
There is a legitimate argument that Americans do not save enough because of structural factors. For a significant percentage of…
Estate Planning Basics – Trusts
May 26, 2020
This is the fourth installment of our Estate Planning Basics series. We began discussing the core documents you need for…
Nov 03, 2023
Oct 24, 2023
Oct 06, 2023