Consulting and Research​

Google BigQuery Reporting

Connecting and using public and private data sets; visualizations


Deductibles, payroll contributions, plan values; dynamic; 4,000+ firms; one-page.


Actuarial data on healthcare use; public and private data sets 

HSA Investing

The most tax-advantaged retirement account deserves your investment attention

Hospital Quality

Ratings, complications, and cost summaries


Promotion, software, calculators

“My hour spent with Joe covering how to walk through a 10-K filing was insightful and well worth it. He led me through a live example and covered accounting nuances, an overview of management's view of the business, growth areas, nuggets on the future, and key risks. As an enterprise sales professional, I’ll use the lessons learned to better understand my prospective customers, their goals, and meet their strategic needs.”
Rey Goicochea | Enterprise Account Executive
@ Alteryx



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