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.
April 27, 2021
This year, The Vanguard Group, the country’s largest mutual fund manager, released a study of how their affluent clients invest. …
April 15, 2021
After the passage of the SECURE Act, and beginning January 1, 2020, the rules for inherited IRAs changed considerably. Whereas…
April 12, 2021
Many mass affluent families rely on employer-based retirement plans for the bulk of their savings. This makes sense. After all,…
February 22, 2021
Examples of excess liquidity and frothy capital markets abound, from the preponderance of “blank check companies” funneling capital into tech…
February 16, 2021
Over the last few weeks, we have touched on retirement income planning, first with a broad look at the subject and…
February 11, 2021
As a firm, we spend little time on “sales.” We don’t have a marketing budget and have never advertised. And…
Understanding Required Minimum Distributions (RMDs)
February 4, 2021
For clients who must take required minimum distributions (RMDs) from retirement accounts in 2021, Fidelity is currently mailing you notices. …
Apr 27, 2021
Apr 15, 2021
Apr 12, 2021