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 12, 2024
Data Book reports that consumers lost $10 billion to fraud in 2023, an increase of $1 billion over 2022. And…
September 6, 2024
Goal-based financial planning focuses on setting specific goals and creating a plan to achieve them. For the majority of our…
Estate Planning Basics – A Legacy Letter
August 14, 2024
This is the final article in our estate planning series. Throughout the last several months, we have covered the core…
August 5, 2024
One of the hardest parts of investing is sticking to a process. For us, this often occurs when speculative investment…
Estate Planning Basics – Estate and Inheritance Taxes
July 18, 2024
This is the fifth installment of our Estate Planning Basics series. We first discussed the core documents you need for an estate…
June 6, 2024
In case you missed it, this is a presidential election year. We must endure the constant TV commercials, fundraising text…
Estate Planning Basics – Trusts
May 15, 2024
This is the fourth installment of our Estate Planning Basics series. We began discussing the core documents you need for an estate…
Sep 12, 2024
Sep 06, 2024
Aug 14, 2024