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.

Continue Reading...

Guide to the Markets for 4th Quarter of 2022

Stay updated on the market by reading this quarter's Guide to the Markets.

Continue Reading....

Individual 401(K)s for the Soloprenuer

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

Continue Reading....

Guide to the Markets for 2nd Quarter of 2022

Stay updated on the market by reading this quarter's Guide to the Markets.

Continue Reading....

2022 Solo 401K Fact Sheet & Details

Fact sheets on Solo 401(K)'s updated for 2022.

Continue Reading....

2022 Q1 Guide to the Markets

Stay updated on the market by reading the 2022 Q1 Guide to the Markets.

Continue Reading....

2021 Q4 Guide to the Markets

Stay updated with the market for the end of the year.

Continue Reading....

3rd Quarter Guide to the Markets for 2021

Keep apprised of the markets as we go through the 3rd quarter of 2021.

Continue Reading....

My First Seminar Invitation

I wanted to share one of my first seminar invitations from 1997 in honor of PRIDE Month. 

Continue Reading....

The Individual 401(k) for the Solopreneur

How do you put money aside for retirement when you’re self-employed?

Continue Reading....