Day: January 12, 2024

How Do Financial Advisors Add Value?

Many Americans have a misconception of what a financial advisor does or how a financial advisor adds value to a portfolio. They may imagine an advisor picking hot stocks, buying and selling assets as the markets shift, and beating the

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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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