Insights

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?

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.