Insights

August 18, 2026

Margin of Safety

A well-defined margin of safety will help you sleep better at night and provide the courage to stick to your plan.

May 19, 2026

Short-Term Gambling vs Long-Term Owning

How different would the actions of many investors be if they knew this one fact?

April 22, 2026

Examining Our Investment Experience

Our lived experience and recent events will shape our views, but reality may be much different than we perceive.

March 24, 2026

2026 Health Savings Accounts for Atrium/Advocate Physicians

A health savings account is a custodial account that you set up with a qualified HSA trustee like a Fidelity or a Schwab, or whoever your HR firm has designated as your HSA custodian, and you use the funds in your HSA to pay for certain medical expenses.

March 4, 2026

A Note on Trump Accounts

Define your goals before you jump into this new investment vehicle.

February 4, 2026

A Note on Private Investment

Understanding the landscape of the pre-IPO market starts with a review of costs, and caution in general.