Retirement Mistakes That Could Ruin You
TRANSCRIPT:
You want to make sure that you’ve got the proper legal documents in place to make that transition of your assets to those individuals as easy and seamless as possible. Welcome to the Financial Foundations podcast, your gateway to …
Market Recap: Fed Holds Rates, Transitory Inflation From Tariffs, Home Sales Soar
SPY
S&P 500
Last week: -0.26%
YTD: -3.48%
1-year: 9.58%
DIA
Dow
Last week: 0.29%
YTD: -1.01%
1-year: 8.08%
ONEQ
NASDAQ
Last week: -0.20%
YTD: -7.85%
1-year: 8.94%
IWM
Russell 2000
Last week: -0.58%
YTD: -7.56%
1-year: 0.53%
Large Growth
Retirement Mistakes That Could Ruin You
TRANSCRIPT:
Welcome back to Financial Foundations, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolfe, certified financial planner. And today we’re going to …
Market Recap: Wholesale Prices Steady, Mortgage Demand Climbs, and Tariff Tensions Rise
SPY
S&P 500
Last week: – 0.40%
YTD: – 3.97%
1-year: 11.46%
DIA
Dow
Last week: – 0.98%
YTD: 2.20%
1-year: 8.86%
ONEQ
NASDAQ
Last week: – 1.78%
YTD: – 8.03%
1-year: 11.92%
IWM
Russell 2000
Last week: –
Market Recap: Mixed Signals in February Job Report, Fed Holds Steady on Rates, Tariffs Spark Global Retaliation
SPY
S&P 500
Last week: – 1.34%
YTD: – 1.73%
1-year: 13.99%
DIA
Dow
Last week: – 0.89%
YTD: 0.84%
1-year: 12.23%
ONEQ
NASDAQ
Last week: – 0.89%
YTD: – 5.90%
1-year: 13.56%
IWM
Russell 2000
Last week: – 1.36%
Avoid Tax Season Surprises: What You Need to Know
TRANSCRIPT:
If there was a death and you inherited money and that person was of RMDH, you need to see if they took their RMD last year in the year they passed away. Welcome to the Financial Foundations podcast, your …
Market Recap: Fed’s Inflation Measures, Slowing Economy, Trump Tariffs
SPY
S&P 500
Last week: -0.51%
YTD: 1.38%
1-year: 17.34%
DIA
Dow
Last week: 0.88%
YTD: 3.22%
1-year: 13.90%
ONEQ
Nasdaq
Last week: -2.20%
YTD: -2.37%
1-year: 16.67%
IWM
Russell 2000
Last week: -0.73%
YTD: -2.86%
1-year: 5.49%
Large Growth
Avoid Tax Season Surprises: What You Need to Know
TRANSCRIPT: If there was a death and you inherited money and that person was of RMDH, you need to see if they took their RMD last year in the year they passed away. Welcome to the Financial Foundations podcast, your…
Market Recap: Retail Sales, Trump Tariffs, Housing Market
SPY
S&P 500
Last week: -1.60%
YTD: 2.36%
1-year: 19.65%
DIA
Dow
Last week: -2.46%
YTD: 2.23%
1-year: 12.81%
ONEQ
Nasdaq
Last week: -2.52%
YTD: 1.04%
1-year: 22.67%
IWM
Russell 2000
Last week: -3.62%
YTD: -1.43%
1-year: 10.25%
LG
Large
