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.
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…
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…
Mar 21, 2024
Feb 27, 2024