Dolan Capital Advisors, LLC

Insights

Market Review - 1st Quarter 2026

Q1 2026 Performance and Timeline of Events

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.

Are You Concerned About Volatility?

War and a subsequent spike in oil prices have many concerned about the stock market.

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).

Behavioral Finance

Spending Habits