Month: June 2023

Blockchain and Crypto: A Worthwhile Investment?

Tech guy lost money after buying cryptocurrency
It’s a common question from clients – what about cryptocurrency? Is it safe? Is it profitable? What even is cryptocurrency?
Cryptocurrency and its underpinning technology, blockchain, are one of the most misunderstood pieces of technology. Since the advent of Bitcoin
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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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