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 9, 2021
That’s been one of my mantras – focus and simplicity. Simple can be harder than complex: You have to work…
September 3, 2021
The market is expensive, yet stocks have nevertheless been trending ever higher . . . for many years! Back in…
August 27, 2021
Incrementalism is about lowering expectations, understanding that progress takes time and that success is gradual. Often when telling someone we manage…
Three Investing Mistakes to Avoid
August 18, 2021
Obviously, this is not an exhaustive list of investing errors, merely a short summary of three significant mistakes all of…
August 10, 2021
Our last essay was about coaching clients toward successful behaviors. To get the conversation started we used Wikipedia’s definition of coaching: “Coaching…
July 26, 2021
A good financial advisor should be a coach to his clients. Wikipedia says, “Coaching is a form of development in which an…
July 9, 2021
Investors generally use the phrase “margin of safety” to describe Benjamin Graham’s philosophy of purchasing a stock with a market…
Sep 09, 2021
Sep 03, 2021
Aug 27, 2021