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.
November 11, 2019
For many of us, the most popular method of saving for retirement is into qualified retirement plans. These plans take…
November 4, 2019
Howard Marks, who founded Oaktree Capital Management and popularized “distressed debt investing” throughout his roughly fifty-year career, authored a book…
October 23, 2019
In the blues music legend of the Crossroads, a musician makes a pact with the Devil to become an extraordinary…
Understanding Required Minimum Distributions (RMDs)
October 17, 2019
As we plan for the end of 2019, one of our tasks is to determine which retirement account owners have…
October 15, 2019
As advice evolves, we are always looking for opportunities to evaluate how we can bring maximum value to you. The…
October 8, 2019
The track record of strategists, economists and every other variety of pundit in predicting financial markets and the economy is…
IRAs, RMDs and Charitable Giving
October 3, 2019
A qualified charitable distribution (QCD) allows individuals age 70½ years or older to donate up to $100,000 per year to…
Nov 11, 2019
Nov 04, 2019
Oct 23, 2019