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: CPI Surges Above Expectations, Autoworker Strike Disrupts EV Plans, Consumer Sentiment Wavers Amid Middle East Conflict and Inflation Concerns

SPY
S&P 500

Last Week: .46%
YTD: 14.10%
1 Year: 19.78%

DIA

Dow Jones Industrial Average

Last Week: .77%
YTD: 3.15%
1 Year: 14.27%

ONEQ
NASDAQ

Last Week: -.22%
YTD: 29.52%
1 Year: 27.46% 

Russell 2000

Month: -1.58%
YTD: -1.25%

…

A Better Way to Plan Your Financial Future

Are you tired of struggling with your budget and uncertain financial future? Certified Financial Planner, Alex Wolfe, from Base Wealth Management has a game-changing solution for you!

In this video, Alex introduces the power of Goal-Based Planning, a revolutionary approach …

Market Watch: Jobs Beat Estimates, Wage Inflation Retreats, Israel Invasion and Oil Surge, Speaker McCarthy’s Exit

SPY
S&P 500

Last Week: .48%
YTD: 13.58%
1 Year: 13.90%

DIA

Dow Jones Industrial Average

Last Week: -.25%
YTD: 2.36%
1 Year: 13.90%

ONEQ
NASDAQ

Last Week: 1.70%
YTD: 29.80%
1 Year: 22.79% 

Russell 2000

Month: -2.12%
YTD: .33%

…

Market Watch: Funding Extension, Student Loans Resume, Automakers vs UAW, and Treasury Yields Fall

Treasury yields fall
SPY
S&P 500

Last Week: -.68%
YTD: 13.03%
1 Year: 21.59%

DIA

Dow Jones Industrial Average

Last Week: -1.36%
YTD: 2.62%
1 Year: 18.93%

ONEQ
NASDAQ

Last Week: .04%
YTD: 27.63%
1 Year: 26.60% 

Russell 2000

Month: .52%
YTD: 2.50%

…

Market Watch: Homebuilder Confidence Dips, Fed Holds Rates, Government Shutdown Looms, Jobs Report Impresses, and Potential Hollywood Writers Strike Resolution

SPY
S&P 500

Last Week: -2.92%
YTD: 13.81%
1 Year: 16.85%

DIA

Dow Jones Industrial Average

Last Week: -1.90%
YTD: 4.04%
1 Year: 15.27%

ONEQ
NASDAQ

Last Week: -3.54%
YTD: 27.58%
1 Year: 20.92%

Russell 2000
Month: -3.78%
YTD: 1.98%
…

Market Watch: Airlines’ Struggle, Inflation Data, Oil Price Surge, and Labor Strikes

SPY
S&P 500

Last Week: -.13%
YTD: 17.23%
1 Year: 15.94%

DIA

Dow Jones Industrial Average

Last Week: -.16%
YTD: 6.05%
1 Year: 14.08%

ONEQ
NASDAQ

Last Week: -.24%
YTD: 32.26%
1 Year: 20.02%

Russell 2000
Month: -2.41%
YTD: -5.98%
…

Market Watch: Apple’s China Woes, Disney’s Network Battle, US Election Concerns, and Drug Breakthroughs

SPY
S&P 500
Last Week: -1.26%
YTD: 17.38%
1 Year: 13.11%
DIA

Dow Jones Industrial Average

Last Week: -.71%
YTD: 5.88%
1 Year: 11.07%
ONEQ
NASDAQ
Last Week: -2.03%
YTD: 32.58%
1 Year: 17.41%
Russell 2000
YTD: 8.96%
1 Year:
…

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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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