Author Archives: wallman

2024 1st Quarter Guide to the Markets

Stay informed with the 1st quarter market guide for 2024.

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2023 4th Quarter Guide to the Markets

Stay informed with the 4th quarter market guide for 2023.

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3rd Quarter 2023 Guide to the Markets

Stay informed with market guides, such as this one for the 3rd quarter of 2023.

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LGBTQ+ Financial Planning Complications Return

Before marriage equality, LGBTQ+ financial planning was convoluted, and now it is again.

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Client Testimonial – Scott and Tom

A testimonial from one of my clients that I wanted to share.

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Guide to the Markets for 2nd Quarter of 2023

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.

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2023 Solo 401(k) Factsheets

A resource on Solo 401(k)s for self-employed.

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Solo 401(k) Fact Sheet for Realtors

A resource on Solo 401(k)s for realtors.

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Guide to the Markets for 1st Quarter of 2023

New year, new market? Stay updated on the market by reading this quarter's Guide to the Markets.

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Individual 401(K)s for the Soloprenuer

Can a soloprenuer have a 401(K)? Here are the details!

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