Atwater Malick Blog

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.

Advisor Alpha

September 29, 2016

In 2001, Vanguard introduced the concept of Advisor Alpha, a method by which advisors can attempt to quantify their value…

Essays:

Diversify

Feb 06, 2025

Essays:

Annual Gifting

Jan 23, 2025

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