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.
July 11, 2019
On July 4th Netflix released Season 3 of their hit show Stranger Things, a light horror and science fiction series…
June 17, 2019
Coming on the heels of our retirement planning email series “Notes On . . .” and as we are about…
May 30, 2019
It’s been a lackluster time for the U.S. stock market since January of 2018. Although we’ve seen a series of…
May 21, 2019
As client needs have evolved over the years, we’ve focused more of our client notes on the ultimate goals of…
Notes on Risk Tolerance and Retirement
May 20, 2019
This essay brings us to our final installment in our five-part retirement series. Thus far we’ve covered saving, spending, healthcare…
Notes on Income and Retirement
May 13, 2019
Our retirement series “Notes on . . .” rolls forward with our second-to-last installment, this one focusing on income. The…
Notes on Saving for Retirement
April 29, 2019
As our series on retirement continues, we turn our attention today to saving for retirement. Whether you are forty years…
Jul 11, 2019
Jun 17, 2019
May 30, 2019