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 3, 2023
With the IRS announcing new 2024 contribution limits, the year winding down and the busy holiday season right around the…
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…
September 29, 2023
Many of our clients are investing with retirement as their primary goal. They want income, or cash flows from their…
November 23, 2022
First, we wish you a very Happy Thanksgiving! We are extremely grateful to work with you. Second, in observance of…
2022 / 2023 Plan Contribution Limits
November 4, 2022
With the IRS announcing new 2023 contribution limits, the year winding down and the busy holiday season right around the…
September 1, 2022
The German mathematician Carl Jacobi and the billionaire investor Charlie Munger share a similar mantra, “invert, always invert.” Fundamentally, this…
Nov 03, 2023
Oct 24, 2023
Oct 06, 2023