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 Watch: Jobless Claims Dip, Retail Sales Rally, Consumer Confidence Climbs

SPY
S&P 500

Last Week: 1.21%
YTD: 1.50%
1 Year: 26.03%

DIA

Dow Jones Industrial Average

Last Week: 0.77%
YTD: 0.52%
1 Year: 16.87%

ONEQ
NASDAQ

Last Week: 2.22%
YTD: 1.86%
1 Year: 43.07% 

Russell 2000
Last Week: -0.41%
YTD:
…

Market Watch: CPI Rises, PPI Dips, Supply Chain Shaken

SPY
S&P 500

Last Week: 1.76%
YTD: 0.85%
1 Year: 19.84%

DIA

Dow Jones Industrial Average

Last Week: 0.71%
YTD: -0.31%
1 Year: 10.84%

ONEQ
NASDAQ

Last Week: 2.22%
YTD: 1.53%
1 Year: 35.70% 

Russell 2000

Last Week: 0.01%
YTD:

…

Confronting Spending Habits Head-On with Kyle Howell

In this episode of the Financial Foundations Podcast, Dustin Taylor and Alex Wolfe of Base Wealth Management host a discussion with Financial Advisor, Kyle Howell.

Kyle shares his personal journey to becoming a financial advisor and his focus on budgeting.…

Beyond the 4% Withdrawal Rule

Explore why the traditional 4% withdrawal rule may not be the safest bet for your retirement, and learn what strategies could serve you better.…

Market Watch: Boeing’s Plane Woes, Holiday Spending, Shipping Woes, Florida’s FDA Nod

Boeing Airplane
SPY
S&P 500
Last Week: -1.79%
YTD: -1.79%
1 Year: 20.64%
DIA

Dow Jones Industrial Average

Last Week: -0.61%
YTD: -0.61%
1 Year: 11.74%
ONEQ
NASDAQ
Last Week: -3.95%
YTD: -3.95%
1 Year: 37.37% 
Russell 2000
Last Week: -5.08%
YTD:
…

Market Watch: Student Loans Update, Treasury Yields, Oil Price Trends

SPY
S&P 500
Last Week: 0.30%
YTD: 24.81%
1 Year: 24.81%
DIA

Dow Jones Industrial Average

Last Week: 0.88%
YTD: 13.78%
1 Year: 13.78%

ONEQ
NASDAQ

Last Week: 0.07%
YTD: 45.37%
1 Year: 45.37% 

Russell 2000

Last Week: -0.02%
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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Get a FREE copy of Divorce the IRS

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 *This book is most suitable for households with $250K or more in investable assets.
 

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