Q2 Economic Update 2024: Insights and Trends

Transcript:

Hello, and welcome, and thanks for joining me. Today, we’re going through our second-quarter economic update. I’m Alex Wolf, certified financial planner and head of financial planning at Base Wealth Management. Today, we’re going to go through a series …

Blueprints for Wealth: Navigating Your Financial Journey

Welcome to “Financial Foundations,” brought to you by Base Wealth Management, where finance meets clarity. Join our hosts, Dustin Taylor and Alex Wolfe, along with financial advisor Kyle Howell, as they delve into the complexities of financial planning. In this …

Market Recap: PPI Cools Off, CPI Surges, Iran-Israel Conflict Impacts Oil

SPY
S&P 500

Last Week: -1.52%
YTD: 7.81%
1 Year: 25.66%

DIA

Dow Jones Industrial Average

Last Week: -2.37%
YTD: 1.26%
1 Year: 14.29%

ONEQ
NASDAQ

Last Week: -0.53%
YTD: 7.72%
1 Year: 34.77% 

Russell 2000

Last Week: -3.35%
YTD:

Investing 101: How to Set and Achieve Your Financial Goals

Transcript:

Welcome back to the Financial Foundations podcast, 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 Wolf, certified financial planner, and today …

Market Recap: Job Surge Surprises, EU Inflation Slows, Fed’s Rate Hike Hint

SPY
S&P 500

Last Week: -0.71%
YTD: 9.41%
1 Year: 28.54%

DIA

Dow Jones Industrial Average

Last Week: -1.64%
YTD: 3.65%
1 Year: 18.37%

ONEQ
NASDAQ

Last Week: -0.95%
YTD: 8.06%
1 Year: 35.77% 

Russell 2000

Last Week: -1.86%
YTD:

Navigating The AI Wave: The Future Of Finance And Advisory

In this episode of Financial Foundations, hosts Dustin Taylor and Alex Wolfe, Certified Financial Planner, discuss the impact of artificial intelligence (AI) on the financial industry. They explore the benefits and limitations of AI, including its ability to efficiently answer …

AI Revolution in Finance: A Game Changer or a Threat?

TRANSCRIPT:

Welcome back to Financial Foundations brought to you by Base Wealth Management. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolf, Certified Financial Planner®. Today, we’re talking about how AI is affecting the financial industry. Alex, do you …

Market Recap: Baltimore Bridge Crisis, Inflation Stabilizes, EV Battle Intensifies

Woman charging her EV.
SPY
S&P 500

Last Week: 0.36%
YTD: 10.39%
1 Year: 29.63%

DIA

Dow Jones Industrial Average

Last Week: 0.82%
YTD: 6.02%
1 Year: 21.91%

ONEQ
NASDAQ

Last Week: -0.43%
YTD: 8.90%
1 Year: 35.32% 

Russell 2000

Last Week: 2.55%
YTD:

Mastering Mind Over Money: Avoid These Biases

TRANSCRIPT:

It’s Alex Wolfe at Base Wealth Management. Emotions play a significant role in our financial choices. Investors tend to invest with feelings and reactions instead of rational and data-backed principles. Today, we are going to dive into behavioral finance …

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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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