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.
June 30, 2021
When we write about the market, we do so to address what has happened and how it affects our investment…
Vacation Home, Savings or Spending?
June 4, 2021
With vacation season heating up, we thought it an appropriate time to share some brief thoughts on vacation homes. Aside…
May 27, 2021
The security of your money must be a high priority. With society’s overreliance on technology, scammers are working harder than…
May 20, 2021
As we see a broad-based pullback in asset markets, the go-to explanation among experts is the current inflation scare. We…
May 14, 2021
Markets are spooked about the threat of accelerating inflation. Equity market volatility spiked this week following reports that both the…
April 27, 2021
This year, The Vanguard Group, the country’s largest mutual fund manager, released a study of how their affluent clients invest. …
April 15, 2021
After the passage of the SECURE Act, and beginning January 1, 2020, the rules for inherited IRAs changed considerably. Whereas…
Sep 09, 2021
Sep 03, 2021
Aug 27, 2021