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.
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…
August 21, 2019
Since November of last year, interest rates have been in near freefall. As the Treasury yield curve has flattened and…
August 15, 2019
Here at Atwater Malick, we’ve been dealing with the threat of bears on multiple fronts. Over the past few days,…
August 14, 2019
Business consultants and life coaches sometimes espouse a concept called “Zooming Out” which they use to gain a better perspective…
August 5, 2019
Last week was the worst week of 2019 for U.S. and global stocks. Based on the start to this week,…
July 30, 2019
Protecting your family and your financial plan often involves owning life insurance. The proper amount of insurance should assist your…
Nov 21, 2019
Nov 11, 2019
Nov 04, 2019