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…
April 6, 2022
It is once again tax filing time, a good moment to pause and think about whether you are on track…
Vacation Home, Savings or Spending?
June 4, 2021
With vacation season heating up, we thought it an appropriate time to share some brief thoughts on vacation homes. Aside…
September 2, 2020
There is a legitimate argument that Americans do not save enough because of structural factors. For a significant percentage of…
Self-Serving, Spending and Savings
June 23, 2020
Self‐attribution bias or self‐serving attribution bias is our tendency as individuals to assign our successes to our natural gifts, such…
Nov 23, 2022
Nov 18, 2022
Nov 04, 2022