Insights

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.

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?