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.
March 4, 2022
It has been a tough start to the year for capital markets. And, seemingly, the volatility is set to continue….
February 23, 2022
Financial markets have kicked off 2022 in dismal fashion. Given the extreme volatility thus far, we thought it a suitable…
January 27, 2022
We know that for many clients waiting for tax information is stressful. Although “waiting is the hardest part,” we also…
August 27, 2021
Incrementalism is about lowering expectations, understanding that progress takes time and that success is gradual. Often when telling someone we manage…
April 15, 2021
After the passage of the SECURE Act, and beginning January 1, 2020, the rules for inherited IRAs changed considerably. Whereas…
February 16, 2021
Over the last few weeks, we have touched on retirement income planning, first with a broad look at the subject and…
December 17, 2020
This is the fifth and final essay in our series on healthcare. We began with a general survey of the…
Jul 29, 2022
Jul 12, 2022
Jun 13, 2022