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.

Tax-Smart Strategies for Your Family’s Future Wealth

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 I’m Kyle Howell, financial …

Market Recap: Inflation Falls, Wholesale Prices Rise, China’s Economic Growth Slows

Shanghai
SPY
S&P 500

Last Week: 0.85%
YTD: 18.57%
1 Year: 26.39%

DIA

Dow Jones Industrial Average

Last Week: 1.74%
YTD: 7.16%
1 Year: 18.14%

ONEQ
NASDAQ

Last Week: -0.22%
YTD: 22.63%
1 Year:

…

Why Should I Use a Health Savings Account?

TRANSCRIPT:

And when I start walking a client, they’re like, here’s how you take advantage of it. Here’s how we invest. Here’s how it can grow for you. Most of the time, they’re like, are you sure this is legal? …

Why Should I Use a Health Savings Account (HSA)?

Jeremy, Dustin, and Alex discussing the tax advantages of HSAs.

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 …

Market Recap: Unemployment Rises, Democratic Tensions, Pharma Innovations Continue

Doctor doing medical trial.
SPY
S&P 500

Last Week: 1.91%
YTD: 17.43%
1 Year: 28.25%

DIA

Dow Jones Industrial Average

Last Week: 0.66%
YTD: 5.39%
1 Year: 18.86%

ONEQ
NASDAQ

Last Week: 3.46%
YTD: 22.53%
1 Year:

…

Are You Ready for Medicare? An Essential Planning Guide

TRANSCRIPT:
Starting your Medicare planning before you turn 65 is essential to avoiding coverage gaps and potential penalties if you delay enrolling. Hi, I’m Alex Wolfe, Head of Financial Planning at Base Wealth Management and Certified Financial Planner. By understanding …

Market Recap: Inflation Rises, Student Loans Paused, Cyber Attacks Continue

Cyber security officer working on attack.
SPY
S&P 500

Last Week: 0.09%
YTD: 15.46%
1 Year: 24.75%

DIA

Dow Jones Industrial Average

Last Week: 0.11%
YTD: 4.79%
1 Year: 15.97%

ONEQ
NASDAQ

Last Week: 0.72%
YTD: 19.11%
1 Year:

…

Unpacking Retirement Investment Options

TRANSCRIPT:

Part of the reason I typically don’t steer my clients towards retirement day funds is, in my opinion, they’re a blanket investment. They are designed to do one thing and one thing only, and this particular client may have …

Estate Planning Basics: Why You Need a Trust & More

TRANSCRIPT:
Creating an estate plan is crucial for individuals of all ages and financial situations. An estate plan provides a comprehensive strategy for managing and distributing your assets after your death, ensuring that your wishes are honored and your loved …

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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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 *This book is most suitable for households with $250K or more in investable assets.
 

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