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 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…
Roth Conversions – 2022 Edition
May 23, 2022
As long-term investors, we must occasionally suffer through bouts of volatility and steep equity losses. The tradeoff is that stocks…
May 12, 2022
A few years ago, we wrote a note about “Zooming Out,” a concept business consultants and life coaches sometimes use…
April 29, 2022
In a recent academic paper, Alex Domash and Larry Summers pointed out that since 1955 there have been eight instances…
April 14, 2022
Although income is always an important topic, we think recent market volatility has heightened attention to income as retirees have…
Mar 16, 2023
Mar 13, 2023
Feb 14, 2023