Month: May 2023

The Benefits of the 1031 Exchange

We love real estate almost as much as we love stocks, bonds, ETFs, and Mutual Funds. Real estate can be fantastic for fighting inflation, and it rounds out an otherwise solid securities-based investment portfolio. Diversification, right? Plus, you don’t need
…

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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