Author: Alex Wolfe

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

Unpacking Retirement Investment Options

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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

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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 …

Market Recap: Retail Sales Slow, UK Inflation Falls, Cyber Attack Hits Auto Industry

Are You Making the Right Investment Choices?

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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 Slows, Wholesale Prices Drop, Fed Holds Rates Steady

Boost Your Small Business With These CPA-Approved Tax Tips

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And it really does tie together the long-term planning and goals function too, right? Because you can eliminate your self-employment taxes all day long, but at the end of the day, what you’re doing is now you’re not paying …

The Top 5 Investing Mistakes (and How to Avoid Them)

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These are the five things investors get wrong and how you can avoid them. I’m Alex Wolfe, a certified financial planner and head of planning at Base Wealth Management. If you’re ready to hear if you’re making any of …

Market Recap: Job Surge, Airline Union Conflict, Retailers Slash Prices