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 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…
November 2, 2020
With a record 94 million votes cast before tomorrow’s election day, voter participation in our representative democracy appears strong. In…
April 27, 2020
“You can observe a lot by just watching.” – Yogi Berra Occasionally we write you about technical analysis, the methodology…
March 27, 2020
As long-term investors, we must occasionally suffer through bouts of volatility and steep short-term equity losses. The trade-off is that…
Estate Planning Basics – Core Documents
February 7, 2020
Following our Market Insights essay series, we are now turning to a series on Estate Planning Basics. Today, we begin…
Jun 04, 2021
May 27, 2021
May 20, 2021