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.

The Best Retirement Withdrawal Strategies

In this enlightening video, Alex Wolfe, a certified financial planner at Base Wealth Management, delves into various strategies for retirement fund withdrawals. He explains the traditional 4 percent withdrawal rule and why it may not be viable anymore. The portfolio …

What You Should Know About RMDs (Required Minimum Distributions)

Discover the essentials of Required Minimum Distributions (RMDs) in the latest Financial Foundations Podcast episode. Host Dustin Taylor and certified financial planner Alex Wolfe cut through the clutter, addressing key aspects of RMDs, IRS regulations, and strategic planning. No-nonsense insights …

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:
…

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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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