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.
January 23, 2025
Clients often ask us about gifting to family and friends. Affluent families generally use the annual exclusion amount as a…
January 9, 2025
We get regular inquiries about the wisdom of Roth IRA conversions. We think the questions stem from the large volume…
2024 / 2025 Plan Contribution Limits
November 8, 2024
With the IRS announcing new 2025 contribution limits, the year winding down and the busy holiday season right around the…
October 11, 2024
Quora.com says transparency means an organization cannot and does not hide or conceal anything. It means observers can freely and…
Your Best Weapon Against Fraud
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…
Jan 23, 2025
Jan 09, 2025
Nov 08, 2024