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.
July 7, 2020
Today, we continue our series on Behavioral Finance. Behavioral finance is the crossroads of psychology and economics. It recognizes that investors…
June 30, 2020
“Congratulations. I knew the record would stand until it was broken.” – Yogi Berra Behavioral finance is the crossroads of psychology…
Self-Serving, Spending and Savings
June 23, 2020
Self‐attribution bias or self‐serving attribution bias is our tendency as individuals to assign our successes to our natural gifts, such…
June 16, 2020
Today, we continue our series on behavioral finance. This is an extremely important time to look at behavioral finance because…
June 10, 2020
Over the coming weeks, we will take a deep dive into behavioral finance. This is a fascinating area and one…
June 8, 2020
The roller coaster in the markets over the last four months has reinforced the importance of a clear investment approach,…
Estate Planning Basics – Estate and Inheritance Taxes
June 3, 2020
This is the fifth and final installment of our Estate Planning Basics series. We began discussing the core documents you need for…
Jul 07, 2020
Jun 30, 2020
Jun 23, 2020