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.
February 6, 2025
In his book, Adventures in the Screen Trade, William Goldwyn, of Metro-Goldwyn-Mayer (MGM) fame, wrote that “Nobody knows anything…… Not…
January 23, 2025
Clients often ask us about gifting to family and friends. Affluent families generally use the annual exclusion amount as a…
January 9, 2025
We get regular inquiries about the wisdom of Roth IRA conversions. We think the questions stem from the large volume…
Wishing You a Cautious New Year
December 30, 2024
Although market timing is impossible, there is an important long-term indicator that gives us caution. We are not the only…
2024 / 2025 Plan Contribution Limits
November 8, 2024
With the IRS announcing new 2025 contribution limits, the year winding down and the busy holiday season right around the…
October 11, 2024
Quora.com says transparency means an organization cannot and does not hide or conceal anything. It means observers can freely and…
Your Best Weapon Against Fraud
September 12, 2024
Data Book reports that consumers lost $10 billion to fraud in 2023, an increase of $1 billion over 2022. And…
Jul 28, 2026
Jul 10, 2026
Jun 17, 2026