
In this episode of the Financial Foundations podcast, hosts Dustin Taylor and Alex Wolfe offer a recap and insights into the financial market for the month of November.
Topics discussed include decisions of the Federal Reserve and their influence on interest rates, impacts on investment strategies, inflation, retail sales trends, unemployment and wage data, global economic trends and their influence on investment decisions, a significant drop in mortgage rates and its impacts on the housing market, potential risks of overtightening by Federal Reserve, changes made by the IRS this year, and the strength of the U.S stock market despite certain economic trends.
They also provide insights on potential opportunities for investors and trends to watch out for in the future.
Send your questions to question@basewealthmanagement.com.
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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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Simply submit your name and email to receive a PDF straight to your inbox.
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Simply submit your name and email to receive a PDF straight to your inbox.
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Simply submit your name and email to receive a PDF straight to your inbox.
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-The Base Wealth Team