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.
May 20, 2020
Quora.com says transparency means an organization cannot and does not hide or conceal anything. It means observers can freely and…
Estate Planning Basics – Life Insurance
May 18, 2020
Back in February, when things were “normal,” we started writing a series on estate planning basics. In the meantime, we…
May 11, 2020
Since the S&P 500’s near-term bottom on March 23rd, the index has risen by 31.25%, including dividends, recouping much of…
How to Stay the Course: 401(k) Edition
May 7, 2020
In theory, 401(k) investing should be straightforward. Young savers typically build a stock-heavy portfolio because equities have historically outperformed fixed…
May 4, 2020
“You never count your money / When you’re sittin’ at the table / There’ll be time enough for countin’ /…
April 29, 2020
With over 1,000,000 Americans testing positive for COVID-19, we are staring down a health emergency. In response, social distancing measures…
April 27, 2020
“You can observe a lot by just watching.” – Yogi Berra Occasionally we write you about technical analysis, the methodology…
May 20, 2020
May 18, 2020
May 11, 2020