Author: Alex Wolfe

Alex is a Certified Financial Planner™. He brings nearly a decade of experience working with individuals, families, and business owners. Prior to working for Base Wealth Management, Alex worked for Fidelity Investments and an independent wealth management firm in Venice, FL. Through many years of practice, he specializes in helping clients navigate their financial goals through comprehensive financial planning. He received his bachelor’s degree in economics from Texas A&M University.

Are We in an AI Bubble? What Investors Should Really Be Watching

TRANSCRIPT:

Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, certified financial planner. And today we have with …

Choosing the Right Employer-Sponsored Plan for Your Business

TRANSCRIPT:

Dustin Taylor: Welcome back to Financial Foundations brought to you by Base Wealth Management where we are the foundation to your financial plan. I’m your host Dustin Taylor.

Alex Wolfe: I’m your co-host, Alex Wolfe, certified financial planner.

Kyle …

Why Most Owners Fail When Selling a Business or Real Estate

TRANSCRIPT:

Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I have your co-host, Alex Wolfe, certified financial planner, and I’m Kyle

…

Market Recap: Jobs Report Surprises, Inflation Data Delayed, Fed Split on Future Rate Cuts

SPY
S&P 500
Last week: – 1.95%
YTD: 12.26%
1-year: 10.62%
DIA
Dow
Last week: – 1.91%
YTD: 8.70%
1-year: 4.40%
ONEQ
NASDAQ
Last week: – 2.74%
YTD: 15.34%
1-year: 17.20%
IWM
Russell 2000
Last week: 1.22%
YTD: 7.46%
1-year:
…

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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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