Insights

August 25, 2026

Strategic Planning Considerations with Roth Accounts

Roth accounts confuse a lot of high earners. Ben Dolan breaks down the 2026 rules, the $150k catch-up requirement, and when to wait and convert.

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.

August 3, 2026

The Four Factors That Drive Retirement Happiness

The data points to important variables beyond wealth.

July 13, 2026

Catch-Up and Super Catch-Up Contributions: What Atrium/Advocate Physicians Should Know for 2026

We walk through how catch-up contributions work, what's new this year, and how to think about the change so physicians in the Atrium/Advocate 401(k) plan can plan accordingly.

July 1, 2026

Market Review - 2nd Quarter 2026

Q2 2026 Performance and Timeline of Events

June 2, 2026

Charitable Giving in 2026

Here’s a refresher on the new rules to help you consider how and when to give.