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 17, 2026
Are You Concerned About Volatility?
War and a subsequent spike in oil prices have many concerned about the stock market.
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.
January 26, 2026
How We Think About Spending Money
Housel is back with another great book, and he’s leaning heavily on Charlie Munger (a wise choice).
January 20, 2026
Price Check in Early 2026
Some equities are expensive, but some are not. You have to know where to look.