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.
December 1, 2021
For the bulk of mass affluent families, the ultimate financial goal is retirement. And the most common vehicle for these…
November 23, 2021
Given ultra-low interest rates and lofty equity valuations, various experts and financial journalists are questioning the future of a traditional…
November 12, 2021
Loss aversion is people’s general preference for avoiding losses over acquiring gains. Academic experiments indicate people are twice as sensitive…
November 5, 2021
“Congratulations. I knew the record would stand until it was broken.” – Yogi Berra Hindsight bias is a misconception arising…
October 26, 2021
As we approach the holidays, many of our clients begin thinking about charitable giving, both for altruistic reasons and for…
October 19, 2021
With inflation heating up and bond yields still paltry, some are again questioning the use of fixed income (bonds) in…
October 14, 2021
The stock market volatility this fall reminds us of the churn in the spring of 2018, but still far below…
Dec 01, 2021
Nov 23, 2021
Nov 12, 2021