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 4, 2019
Howard Marks, who founded Oaktree Capital Management and popularized “distressed debt investing” throughout his roughly fifty-year career, authored a book…
October 23, 2019
In the blues music legend of the Crossroads, a musician makes a pact with the Devil to become an extraordinary…
Understanding Required Minimum Distributions (RMDs)
October 17, 2019
As we plan for the end of 2019, one of our tasks is to determine which retirement account owners have…
October 15, 2019
As advice evolves, we are always looking for opportunities to evaluate how we can bring maximum value to you. The…
October 8, 2019
The track record of strategists, economists and every other variety of pundit in predicting financial markets and the economy is…
IRAs, RMDs and Charitable Giving
October 3, 2019
A qualified charitable distribution (QCD) allows individuals age 70½ years or older to donate up to $100,000 per year to…
August 29, 2019
By and large we’ve built our investment portfolios with individual stocks and individual bonds, mostly avoiding investment products like mutual…
Jan 09, 2020
Jan 03, 2020
Dec 26, 2019