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.
March 8, 2019
As holistic financial planners, it’s our job to sometimes look beyond investments and retirement plans and focus on other important…
February 28, 2019
Throughout our careers, clients have often expressed a preference for owning “safe” or “conservative” stocks. Our response has always been,…
Retirement Contribution Limits
February 20, 2019
For U.S. workers, the most popular method of saving for retirement is into qualified retirement plans. These plans take on…
February 7, 2019
Recently several clients have reached out to us with inquiries about Social Security. Although parts of Social Security are complex,…
December 27, 2018
If any investors had forgotten about the concept of risk in financial markets, the stock market has reminded us over…
December 26, 2018
It looks increasing likely that we are headed for a bear market, a drop of 20% or more, on a…
December 18, 2018
The S&P 500 has fallen about 13% from its high. The drop has occurred quickly and during a time of…
Mar 08, 2019
Feb 28, 2019
Feb 20, 2019