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 22, 2021
Examples of excess liquidity and frothy capital markets abound, from the preponderance of “blank check companies” funneling capital into tech…
February 16, 2021
Over the last few weeks, we have touched on retirement income planning, first with a broad look at the subject and…
February 11, 2021
As a firm, we spend little time on “sales.” We don’t have a marketing budget and have never advertised. And…
Understanding Required Minimum Distributions (RMDs)
February 4, 2021
For clients who must take required minimum distributions (RMDs) from retirement accounts in 2021, Fidelity is currently mailing you notices. …
January 28, 2021
Over the last week, it seems like everyone is talking about GameStop (GME), a brick and mortar video game retailer. In…
January 21, 2021
Recently a client sent us some commentary on money and happiness. This analysis mentioned the Daniel Kahneman and Angus Deaton…
January 15, 2021
A Frank & Ernest comic depicts a financial advisor at his desk with a client sitting across from him. In…
Jun 04, 2021
May 27, 2021
May 20, 2021