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
ICHRA
Promotion, software, calculators
Google BigQuery Reporting
Connecting and using public and private data sets; visualizations
Expected Savings
Validating healthcare vendors’ claims
Benchmarking
Deductibles, payroll contributions, plan values; dynamic; 2500 firms; one-page.
Data
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.”