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.
January 21, 2026
Investors analyze the stock market through various lenses. Fundamental analysis examines company health via earnings, revenue, and debt. Valuation metrics,…
January 13, 2026
As we enter this new year, the retirement savings landscape is shifting. Today we highlight new Roth 401(k) options for…
November 17, 2025
Clients often ask us, “Where is the market is heading?” After all, economists publish growth projections to one decimal place;…
September 30, 2025
U.S. equities have been the primary driver of portfolio growth for over a decade, with strong earnings, innovation, and consumer…
September 17, 2025
Social Security is the bedrock of financial stability for millions of Americans, providing a crucial source of income for retirees…
August 4, 2025
We have all come across financial information online, but much of it is inaccurate, unhelpful, or even created to lure…
July 8, 2025
Perhaps it is a fear of missing the next big AI advancement or cryptocurrency, or maybe it is just a…
Jul 28, 2026
Jul 10, 2026
Jun 17, 2026