Market Recap: January’s Inflation Spike, Retail Sales Dip, Wholesale Prices Rise

SPY
S&P 500

Last Week: -0.29%
YTD: 5.09%
1 Year: 24.53%

DIA

Dow Jones Industrial Average

Last Week: -0.34%
YTD: 2.69%
1 Year: 16.41%

ONEQ
NASDAQ

Last Week: -1.00%
YTD: 5.08%
1 Year: 35.63% 

Russell 2000

Last Week: -0.64%
YTD:

Money Moves for Gen Z: Building Wealth & Financial Freedom

Money moves for Gen Z

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

Is It Finally Time To Buy Bitcoin? A CFP’s Perspective

Is it time to buy Bitcoin?

Is Bitcoin the right investment for you? Alex Wolfe, CFP®, breaks down the complexities of cryptocurrency, examining its place in a balanced investment portfolio. Find out if you’re suited for the volatile journey of Bitcoin investing and how to approach …

Market Watch: S&P 500 Hits 5,000, Inflation Adjusts, Credit Concerns Rise

SPY
S&P 500

Last Week: 1.76%
YTD: 5.45%
1 Year: 24.71%

DIA

Dow Jones Industrial Average

Last Week: 0.82%
YTD: 2.67%
1 Year: 16.42%

ONEQ
NASDAQ

Last Week: 2.40%
YTD: 6.40%
1 Year: 38.14% 

Russell 2000

Last Week: 3.86%
YTD:

Financial Planning Decoded: Beyond the Jargon with Alex Wolfe, CFP®

FINANCIAL FOUNDATIONS (S02E03)

Join us on the Financial Foundations podcast as we demystify financial planning. In this episode, Alex Wolfe, CFP®, breaks down the essentials of a robust financial plan, contrasting it with wealth management and illustrating its holistic nature. Whether you’re aiming …

Market Watch: Payrolls Surge, Home Sales Dip, Fed Holds Rates Steady

SPY
S&P 500

Last Week: 0.63%
YTD: 4.01%
1 Year: 21.72%

DIA

Dow Jones Industrial Average

Last Week: 0.81%
YTD: 2.59%
1 Year: 16.25%

ONEQ
NASDAQ

Last Week: 0.02%
YTD: 3.97%
1 Year: 31.77% 

Russell 2000

Last Week: -2.51%
YTD:

Election 2024: Is Your Retirement At Risk?

What does 2024 have in store for your finances?

Season 2, Episode 2 of Financial Foundations unravels the mystery of election-year market behaviors.

Join hosts Dustin Taylor and Alex Wolfe, CFP®, as they dissect the historical data, debunk common myths, …

Market Watch: Inflation Slows, GDP Surges, Evergrande Liquidates

Chinese Real Estate
SPY
S&P 500

Last Week: 1.03%
YTD: 2.55%
1 Year: 22.27%

DIA

Dow Jones Industrial Average

Last Week: 0.66%
YTD: 1.18%
1 Year: 14.52%

ONEQ
NASDAQ

Last Week: 0.94%
YTD: 2.82%
1 Year: 36.16% 

Russell 2000

Last Week: 1.84%
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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