Insights

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.

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.