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.
February 19, 2020
The first article in our “Estate Planning Basics” series addressed the four core documents of an estate plan – a…
Estate Planning Basics – Core Documents
February 7, 2020
Following our Market Insights essay series, we are now turning to a series on Estate Planning Basics. Today, we begin…
Important New Legislation – SECURE Act
January 30, 2020
We are taking a pause from our investment review and outlook series to write you about an important piece of…
January 29, 2020
With 2019 behind us, and 2020 beginning, we are writing a series about markets and the economy. Throughout the series,…
Low Growth, Tame Sentiment and Relative Value
January 9, 2020
With 2019 ended and 2020 beginning, we are writing a series about markets and the economy. The series is mainly…
January 3, 2020
With 2019 ended and 2020 beginning, we are writing a series about markets and the economy. The series is mainly…
December 26, 2019
As 2019 ends and 2020 kicks off, we are writing a series about markets and the economy. The series is…
Feb 07, 2020
Jan 30, 2020