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.
November 3, 2023
With the IRS announcing new 2024 contribution limits, the year winding down and the busy holiday season right around the…
The Wealth Management Process – Money
October 24, 2023
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
The Wealth Management Process – Getting to Know You
October 6, 2023
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
September 29, 2023
Many of our clients are investing with retirement as their primary goal. They want income, or cash flows from their…
September 21, 2023
On the surface, U.S. equities are having a good year. Following a brutal 18.11% loss in 2022, the S&P 500…
Rollover Workplace Retirement Plans
September 13, 2023
There are compelling reasons to consolidate your inactive (and sometimes even your active) workplace retirement plans. The Employee Benefit Research…
August 30, 2023
We wrote to you about Medicare in years past, but because various clients are always approaching Medicare eligibility, we thought…
Nov 03, 2023
Oct 24, 2023
Oct 06, 2023