Market Watch: GDP Surges, Spending Declines, Powell Firm on Rates

Woman carrying Christmas shopping bag
SPY
S&P 500
Last Week: 0.97%
YTD: 20.56%
1 Year: 14.89%
DIA

Dow Jones Industrial Average

Last Week: 2.66%
YTD: 9.61%
1 Year: 6.77%
ONEQ
NASDAQ
Last Week: 0.43%
YTD: 38.45%
1 Year: 27.59% 
Russell 2000
Last Week: 3.70%
YTD:

Fed Holds Rates, Inflation Eases, Retail & Housing Trends

Dive into the key financial shifts of November in this comprehensive update. We cover the Federal Reserve’s decision to pause rate hikes, the decline in treasury yields, inflation easing, retail sales insights, and the impact on the housing market. Plus, …

Market Watch: Funflation, Rally Trends, and Mortgage Dynamics

SPY
S&P 500
Last Week: 0.97% YTD: 20.56% 1 Year: 14.89%
DIA

Dow Jones Industrial Average

Last Week: 1.25%
YTD: 8.68%
1 Year: 5.55%
ONEQ
NASDAQ
Last Week: 0.82%
YTD: 38.03%
1 Year: 27.76% 
Russell 2000
Last Week: 0.58%
YTD:

4 Easy Ways to Boost Your Social Security Benefits!

Navigate the complexities of Social Security with expert guidance from Alex Wolfe, Head of Financial Planning at Base Wealth Management. Our latest video unveils four strategic steps to enhance your Social Security benefits and secure your financial future:

  • Understanding Your

Market Recap: Inflation Cools, Spending Slows, PPI Drops, & Markets Rally

SPY
S&P 500
Last Week: 2.31%
YTD: 19.20%
1 Year: 16.16%
DIA

Dow Jones Industrial Average

Last Week: 2.08%
YTD: 7.34%
1 Year: 6.27%
ONEQ
NASDAQ
Last Week: 2.48%
YTD: 36.90%
1 Year: 28.54% 
Russell 2000
Last Week: 5.43%
YTD:

Market Watch: Mortgage Rates Falling, The Federal Reserve Treads Carefully, Tax Bracket Changes

House for sale
SPY
S&P 500
Last Week: 1.17%
YTD: 15.70%
1 Year: 10.56%
DIA

Dow Jones Industrial Average

Last Week: .62%
YTD: 3.56%
1 Year: 1.55%
ONEQ
NASDAQ
Last Week: 2.02%
YTD: 33.55%
1 Year: 22.37% 
Russell 2000
Last Week: -3.14%
YTD:

Should I Convert my Retirement to ROTH? Well, Maybe NOT

In this episode, hosts Dustin Taylor and certified financial planner Alex Wolfe tackle the question: “When should I do a Roth conversion?”

Dustin and Alex explore the ins and outs of Roth conversions, explaining the process of shifting pre-tax dollars …

Market Watch: Federal Reserve Holds Interest Rates, Stock Markets Surge, and Employment Numbers Unveiled

SPY
S&P 500

Last Week: 5.85%
YTD: 14.94%
1 Year: 19.03%

DIA

Dow Jones Industrial Average

Last Week: 5.06%
YTD: 4.42%
1 Year: 8.62%

ONEQ
NASDAQ

Last Week: 6.70%
YTD: 30.55%
1 Year: 32.11% 

Russell 2000

Last Week: 7.57%
YTD:

Schedule a Consultation

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Register for our Open House event!

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).

Get a FREE Solo 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 457 Guide!

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Roth 401(K) Guide

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE Solo 401(K) 2-Pager for FireFighters

Simply submit your name and email to receive a PDF straight to your inbox.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
 *We protect your data and HATE spam.
 

Get a FREE copy of Divorce the IRS

If you would like to request a physical copy of Divorce the IRS, please fill out the form below.

"*" indicates required fields

Name*
Address*
This field is for validation purposes and should be left unchanged.
 *This book is most suitable for households with $250K or more in investable assets.
 

OOPS!

You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.

-The Base Wealth Team

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh
Pisa