Consulting and Research​

HSA Investing

The most tax-advantaged retirement account deserves your investment attention

10Ks and Investor Decks

Sifting for insights in company disclosures

Hospital Quality

Ratings, complications, and cost summaries


Promotion, software, calculators

Google BigQuery Reporting

Connecting and using public and private data sets; visualizations

Expected Savings

Validating healthcare vendors’ claims


Deductibles, payroll contributions, plan values; dynamic; 2500 firms; one-page.


Actuarial data on healthcare use; public and private data sets 

“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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