Market Recap: Inflation Slows, Wholesale Prices Drop, Fed Holds Rates Steady

Wholesale apples
SPY
S&P 500

Last Week: 1.33%
YTD: 14.55%
1 Year: 24.84%

DIA

Dow Jones Industrial Average

Last Week: 0.73%
YTD: 3.22%
1 Year: 14.54%

ONEQ
NASDAQ

Last Week: 2.80%
YTD: 17.95%
1 Year:

Boost Your Small Business With These CPA-Approved Tax Tips

TRANSCRIPT:

And it really does tie together the long-term planning and goals function too, right? Because you can eliminate your self-employment taxes all day long, but at the end of the day, what you’re doing is now you’re not paying …

The Top 5 Investing Mistakes (and How to Avoid Them)

Alex discussing the top five investing mistakes.

TRANSCRIPT:

These are the five things investors get wrong and how you can avoid them. I’m Alex Wolfe, a certified financial planner and head of planning at Base Wealth Management. If you’re ready to hear if you’re making any of …

Market Recap: Job Surge, Airline Union Conflict, Retailers Slash Prices

SPY
S&P 500

Last Week: 1.18%
YTD: 12.70%
1 Year: 26.03%

DIA

Dow Jones Industrial Average

Last Week: 0.58%
YTD: 3.76%
1 Year: 16.65%

ONEQ
NASDAQ

Last Week: 1.70%
YTD: 14.11%
1 Year: 30.42

How to Boost Your Small Business Success

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 …

Exploring Changes In Mortgages Since COVID With Adam Klugh

TRANSCRIPT:

Welcome to the Financial Foundations Podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management.

On this show, we delve deep into the world of money, guided by seasoned experts who will unravel …

Market Recap: U.S. Inflation Rises, American Airlines Shakeup, Software Stocks Drop

SPY
S&P 500

Last Week: -0.39%
YTD: 11.30%
1 Year: 26.84%

DIA

Dow Jones Industrial Average

Last Week: -0.80%
YTD: 3.51%
1 Year: 19.29%

ONEQ
NASDAQ

Last Week: -1.15%
YTD: 11.44%
1 Year: 29.20

From FireFighter to Mortgage Nerd: Adam Klugh’s Insights

TRANSCRIPT:

Welcome back to Financial Foundations, brought to you by Baseball Health Management, where we are the foundation to your financial planning. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, Certified Financial Planner. And today we have with …

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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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