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.
September 17, 2025
Social Security is the bedrock of financial stability for millions of Americans, providing a crucial source of income for retirees…
The Wealth Management Process – Refining
February 6, 2024
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
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…
February 7, 2019
Recently several clients have reached out to us with inquiries about Social Security. Although parts of Social Security are complex,…
June 22, 2018
Along with the good news that people live much longer lives today comes the challenge of preparing for an extended…
Thinking about Social Security
September 27, 2016
Even for the mass affluent, Social Security is a major part of retirement planning. Say a married couple receives a…
Jan 13, 2026
Nov 17, 2025
Sep 30, 2025