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 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…
The Wealth Management Process – Refining
February 6, 2024
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
January 29, 2024
Stocks are exciting. They get all the attention and they steal the headlines. Bonds are boring. They are usually less…
January 17, 2024
The US Federal Reserve has waged a two-year war against inflation. A primary weapon in its arsenal is short-term interest…
The Wealth Management Process – Goals Meet Money
January 2, 2024
Most new clients come to us due to a major life event like a job change, imminent retirement, the death…
2023/2024 Plan Contribution Limits
November 3, 2023
With the IRS announcing new 2024 contribution limits, the year winding down and the busy holiday season right around the…
Feb 06, 2025
Feb 03, 2025
Jan 23, 2025