Author Archives: wallman
2024 3rd Quarter Guide to the Markets
- 16th Tuesday 2024
- Articles
Stay informed with the 3rd quarter market guide for 2024.
Continue Reading....2024 2nd Quarter Guide to the Markets
- 6th Saturday 2024
- Articles
Read the latest guide to the markets for the 2nd quarter of 2024.
Continue Reading....BaaD Radio Interview with Michael Wallman
- 19th Monday 2024
- Articles
An interview with Michael Wallman on BaaD Radio.
Continue Reading....2024 1st Quarter Guide to the Markets
- 4th Sunday 2024
- Articles
Stay informed with the 1st quarter market guide for 2024.
Continue Reading....2023 4th Quarter Guide to the Markets
- 29th Sunday 2023
- Articles
Stay informed with the 4th quarter market guide for 2023.
Continue Reading....3rd Quarter 2023 Guide to the Markets
- 10th Monday 2023
- Articles
Stay informed with market guides, such as this one for the 3rd quarter of 2023.
Continue Reading....LGBTQ+ Financial Planning Complications Return
- 12th Monday 2023
- Articles
Before marriage equality, LGBTQ+ financial planning was convoluted, and now it is again.
Continue Reading....Client Testimonial – Scott and Tom
- 10th Saturday 2023
- Articles
A testimonial from one of my clients that I wanted to share.
Continue Reading....Guide to the Markets for 2nd Quarter of 2023
- 13th Saturday 2023
- Articles
Market guides can be a valuable tool for investors looking to make informed decisions about their investments. Here's the latest for Q2 of 2023.
Continue Reading....2023 Solo 401(k) Factsheets
- 11th Thursday 2023
- Articles
A resource on Solo 401(k)s for self-employed.
Continue Reading....