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 6, 2022
It is once again tax filing time, a good moment to pause and think about whether you are on track…
March 14, 2022
In our last essay, we explored our broader investment strategy with an emphasis on how we manage portfolio income (scheduled…
2021 / 2022 Plan Contribution Limits
December 17, 2021
For U.S. workers, the most popular method of saving for retirement and healthcare is in qualified plans and other tax-advantaged…
December 1, 2021
For the bulk of mass affluent families, the ultimate financial goal is retirement. And the most common vehicle for these…
September 3, 2021
The market is expensive, yet stocks have nevertheless been trending ever higher . . . for many years! Back in…
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…
June 30, 2021
When we write about the market, we do so to address what has happened and how it affects our investment…
Jun 06, 2023
May 18, 2023
May 15, 2023