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.
March 23, 2022
Although income is always an important topic, we think its importance is now heightened given recent market volatility and retirees’…
March 14, 2022
In our last essay, we explored our broader investment strategy with an emphasis on how we manage portfolio income (scheduled…
March 4, 2022
It has been a tough start to the year for capital markets. And, seemingly, the volatility is set to continue….
February 23, 2022
Financial markets have kicked off 2022 in dismal fashion. Given the extreme volatility thus far, we thought it a suitable…
February 15, 2022
One of our highest priorities is implementing a straightforward investment and financial planning process. In the spirit of transparency, we…
January 27, 2022
When markets are volatile, as they certainly have been this month, investors can feel pressure to sell stocks. Behavioral finance…
January 27, 2022
We know that for many clients waiting for tax information is stressful. Although “waiting is the hardest part,” we also…
May 23, 2022
May 18, 2022
May 12, 2022