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 …

What Are the Right Investments for Your Portfolio?

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 …

UK Inflation Misses, Strong US Economy, Home Sales Drop

SPY
S&P 500

Last Week: -0.12%
YTD: 11.74%
1 Year: 27.89%

DIA

Dow Jones Industrial Average

Last Week: 1.87%
YTD: 4.34%
1 Year: 20.28%

ONEQ
NASDAQ

Last Week: 0.62%
YTD: 12.74%
1

Can You Retire Early? | Strategies for Every Age

TRANSCRIPT:

And if the life expectancy is there, I may tell somebody, I think you have enough assets here to where we can generate an income for the next three or four years. Yes, we’re going to pull some of …

Real Estate Investing: Big Risks or Big Opportunities?

Real estate risk vs opportunity

TRANSCRIPT: 

Is real estate a good investment right now? Hi, I’m Alex Wolfe, Certified Financial Planner and Head of Financial Planning at Base Wealth Management. Today, I’m going to show you why real estate is starting to make sense again …

Market Recap: Wholesale Prices Climb, CPI Slows, Selective Spending Trends

SPY
S&P 500

Last Week: 1.64%%
YTD: 11.74%
1 Year: 28.32%

DIA

Dow Jones Industrial Average

Last Week: 1.54%
YTD: 6.82%
1 Year: 21.92%

ONEQ
NASDAQ

Last Week: 1.81%
YTD: 11.20%
1 Year:

How to Quit the Rat Race and Retire Early

Transcript:

To retire early, I think the most obvious one, and the one that we talk about a lot, is obviously spending less than what you make and increasing the amount that you’re saving. You can do that through a …

Market Recap: Consumer Sentiment Dips, Jobless Claims Rise, U.K. Economy Recovers

SPY
S&P 500

Last Week: 0.83%
YTD: 9.92%
1 Year: 28.39%

DIA

Dow Jones Industrial Average

Last Week: 1.73%
YTD: 5.39%
1 Year: 20.90%

ONEQ
NASDAQ

Last Week: -0.16%
YTD: 8.80%
1

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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. 

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