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.
August 5, 2024
One of the hardest parts of investing is sticking to a process. For us, this often occurs when speculative investment…
Estate Planning Basics – Estate and Inheritance Taxes
July 18, 2024
This is the fifth installment of our Estate Planning Basics series. We first discussed the core documents you need for an estate…
June 6, 2024
In case you missed it, this is a presidential election year. We must endure the constant TV commercials, fundraising text…
Estate Planning Basics – Trusts
May 15, 2024
This is the fourth installment of our Estate Planning Basics series. We began discussing the core documents you need for an estate…
Estate Planning Basics – Life Insurance
March 21, 2024
The first article in our “Estate Planning Basics” series addressed the three core documents of an estate plan – a Will, a Durable…
Estate Planning Basics – Probate and Non-Probate Assets
March 7, 2024
The first article in our “Estate Planning Basics” series addressed the three core documents of an estate plan – a Will, a…
Estate Planning Basics – Core Documents
February 27, 2024
Following our Wealth Management essay series, we are now turning to a series on Estate Planning Basics. Today, we begin the…
Jan 23, 2025
Jan 09, 2025
Nov 08, 2024