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 26, 2022
We have an old Wall Street Journal comic that a client gave us. It depicts a middle-aged man in a…
September 23, 2022
It has been yet another rough week for financial markets. Frankly, it has been a lousy year all around. Stocks…
September 21, 2022
In life, only death and taxes are certain. But whereas death is unavoidable, you can sometimes minimize taxes. The concept…
September 1, 2022
The German mathematician Carl Jacobi and the billionaire investor Charlie Munger share a similar mantra, “invert, always invert.” Fundamentally, this…
July 29, 2022
There are innumerable moving parts in financial markets. To get a peak at what is happening in today’s markets and…
July 12, 2022
We had a nice reprieve over the last week, but the bear market persists. We know bear markets are inevitable….
June 13, 2022
When financial markets become tumultuous, many investors look to take action. Some sell stocks, planning to reenter the market when…