Insights

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?

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.

April 1, 2026

Market Review - 1st Quarter 2026

Q1 2026 Performance and Timeline of Events

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.