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.
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…
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…
April 23, 2020
“All of humanity’s problems stem from man’s inability to sit quietly in a room alone.” – Scientist and Philosopher Blaise…
April 20, 2020
Each year Fidelity Investments conducts a “Millionaire Outlook,” essentially a survey of over 1,000 millionaires, defined as those who have…
April 6, 2020
History doesn’t repeat itself, but it often rhymes. Although the present crisis is unprecedented in so many ways, a review…
March 16, 2020
As the coronavirus pandemic continues to unfold, panic is increasingly setting in among Americans. But panic alone will not help,…
Mar 21, 2024
Feb 27, 2024