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.

Why the 4% Rule Might Ruin Your Retirement (and What to Do Instead)

In this engaging episode of the Financial Foundations podcast, hosts Dustin Taylor and Alex Wolfe, certified financial planner, discuss the alleged shortcomings of the much-debated ‘4% withdrawal rule’ for retirees.

They explore issues like heightened longevity risk, evolving market return …

Market Watch: Inflation Measures Cool, Container Rates Surge, UK-Switzerland Pact

Container ship in red sea
SPY
S&P 500
Last Week: 0.57%
YTD: 24.38%
1 Year: 24.19%
DIA

Dow Jones Industrial Average

Last Week: 0.16%
YTD: 12.86%
1 Year: 12.47%
ONEQ
NASDAQ
Last Week: 1.20%
YTD: 45.13%
1 Year: 45.81% 
Russell 2000
Last Week: 1.85%
YTD:
…

You should know this before retiring early.

Alex talking about retiring early.

Do you dream of retiring early and shifting from career to comfort? Join Alex Wolfe as he delves into what early retirement really entails and the strategies to make it a reality without sacrificing your financial security.…

Market Watch: Inflation Eases, Retail Sales Up, Fed Adjusts Outlook

Federal reserve meeting
SPY
S&P 500
Last Week: 2.09%
YTD: 23.24%
1 Year: 23.50%
DIA

Dow Jones Industrial Average

Last Week: 2.50%
YTD: 18.50%
1 Year: 13.82%
ONEQ
NASDAQ
Last Week: 3.11%
YTD: 43.39%
1 Year: 41.44% 
Russell 2000
Last Week: 2.50%
YTD:
…

Want to Retire EARLY? Consider These Tips First

Join hosts Dustin Taylor and Certified Financial Planner Alex Wolfe on the Financial Foundations podcast as they discuss a listener’s question about early retirement. Bill, at 54 with $1 million in his 401k and $200,000 in his brokerage account, wonders …

Market Watch: Payrolls Rise, Unemployment Falls, Job Openings Tighten

trade show
SPY
S&P 500
Last Week: 1.09%
YTD: 20.84%
1 Year: 15.33%
DIA

Dow Jones Industrial Average

Last Week: 0.48%
YTD: 9.76%
1 Year: 6.73%
ONEQ
NASDAQ
Last Week: 1.76%
YTD: 39.04%
1 Year: 29.35% 
Russell 2000
Last Week: 0.63%
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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 *This book is most suitable for households with $250K or more in investable assets.
 

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