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 21, 2019
As client needs have evolved over the years, we’ve focused more of our client notes on the ultimate goals of…
Notes on Risk Tolerance and Retirement
May 20, 2019
This essay brings us to our final installment in our five-part retirement series. Thus far we’ve covered saving, spending, healthcare…
Notes on Income and Retirement
May 13, 2019
Our retirement series “Notes on . . .” rolls forward with our second-to-last installment, this one focusing on income. The…
Notes on Saving for Retirement
April 29, 2019
As our series on retirement continues, we turn our attention today to saving for retirement. Whether you are forty years…
Notes on Spending and Retirement
April 17, 2019
This is the third essay in a series on retirement planning. The first was a general overview of retirement planning…
Notes on Health Care and Retirement
April 3, 2019
On March 25th, we wrote you a piece called Notes on Retirement Planning in which we briefly discussed four important…
March 25, 2019
Some of us don’t know when or if we want to retire. Others have an age goal, while some wanted…
May 21, 2019
May 20, 2019
May 13, 2019