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.

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 …

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
…

Think You Can Retire at 60? Let’s Find Out

Do you want to work until you reach full retirement age? If you’re like many Americans, you’d prefer to wrap up your career earlier than that. Much earlier. In fact, you may even be considering retirement as young as 60. …

Market Recap: Job Growth Misses, Fed Eyes Tariff Risks, Trade Tensions Rise

SPY
S&P 500

Last Week: -0.50%
YTD: 2.51%
1 Year: 21.40%

DIA

Dow Jones Industrial Average

Last Week: -0.26%
YTD: 4.18%
1 Year: 16.51%

ONEQ
NASDAQ

Last Week: -0.83%
YTD: 1.10%
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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