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.

Market Recap: Fed Projects Rate Cuts, Home Sales Jump, and Boeing Leadership Changes

Airplane flying in the sky.
SPY
S&P 500

Last Week: 1.63%
YTD: 10.00%
1 Year: 33.62%

DIA

Dow Jones Industrial Average

Last Week: 1.75%
YTD: 5.16%
1 Year: 24.78%

ONEQ
NASDAQ

Last Week: 2.13%
YTD: 9.83%
1 Year: 40.44% 

Russell 2000

Last Week: 2.15%
YTD:

…

Maximize Your HSA with a One-Time IRA Rollover

Alex Wolfe, Head of Financial Planning, discusses Health Saving Account Rollovers!

TRANSCRIPT:

Did you know you can make a one-time penalty and tax-free rollover from your IRA into an HSA? This is called a qualified HSA funding distribution and comes from the Health Opportunity Patient Empowerment Act. Hi, I’m Alex Wolfe, …

Market Recap: Inflation Surges, Cocoa Prices Soar, and Wholesale Costs Rise

chocolate prices rising
SPY
S&P 500

Last Week: -1.04%
YTD: 7.60%
1 Year: 32.63%

DIA

Dow Jones Industrial Average

Last Week: -0.73%
YTD: 3.16%
1 Year: 23.87%

ONEQ
NASDAQ

Last Week: -1.82%
YTD: 6.25%
1 Year: 38.73% 

Russell 2000

Last Week: -1.22%
YTD:

…

Mind Over Money: Navigating Biases in Investing

Dive into the heart of financial literacy tailored for the new generation with the latest Financial Foundations episode from Base Wealth Management. Hosts Dustin Taylor and Alex Wolfe, CFP®, bring a fresh perspective on managing money, investing wisely, and securing …

Market Recap: Robust Job Growth, Powell’s Rate Cut Outlook, Record Share Buybacks

Group of young professionals working
SPY
S&P 500

Last Week: -0.11%
YTD: 7.66%
1 Year: 32.69%

DIA

Dow Jones Industrial Average

Last Week: -0.57%
YTD: 3.17%
1 Year: 22.46%

ONEQ
NASDAQ

Last Week: -0.70%
YTD: 7.14%
1 Year: 43.79% 

Russell 2000

Last Week: 0.55%
YTD:

…

Understanding Behavioral Finance: Why You Make Your Financial Choices

Investor Irrationality podcast about behavioral finance

Join us as we explore the fascinating world of Behavioral Finance, featuring insights from Kyle and Alex. This video delves into the psychological biases that influence our financial decisions, such as loss aversion, confirmation bias, and herd mentality. Understand how …

Active vs. Passive Investing: Which is Right for You?

Alex explores active versus passive investing strategies.

TRANSCRIPT:

Passive versus active management is one of the most highly debated topics in wealth management. Today, we’re going to go over the pros and cons of each and give you my opinion on which style is best. Hi, I’m …

Market Recap: Steady Inflation Meets Income Surge, Bitcoin’s Rally, Q4 GDP Insight

Image of bitcoins
SPY
S&P 500

Last Week: 1.36%
YTD: 7.90%
1 Year: 28.83%

DIA

Dow Jones Industrial Average

Last Week: 0.15%
YTD: 4.05%
1 Year: 19.39%

ONEQ
NASDAQ

Last Week: 1.73%
YTD: 8.20%
1 Year: 40.76% 

Russell 2000

Last Week: 2.36%
YTD:

…

Market Recap: AI Causes Record Highs, Fed’s Inflation Caution, AT&T Outage

ai investor
SPY
S&P 500

Last Week: 1.67%
YTD: 6.85%
1 Year: 30.08%

DIA

Dow Jones Industrial Average

Last Week: 1.32%
YTD: 4.05%
1 Year: 21.60%

ONEQ
NASDAQ

Last Week: 1.35%
YTD: 6.50%
1 Year: 42.23% 

Russell 2000

Last Week: -0.88%
YTD:

…

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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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