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 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:

…

5 Common Purchases Retirees (Almost) Always Regret!

Retirement is often seen as a time for new experiences, but without careful planning, it can also come with regrets. Today, we’re looking at five common purchases retirees often regret and how to avoid these pitfalls. These aren’t just the …

Market Recap: Economic Growth Strong, Inflation Stays Elevated, Trump Imposes Tariffs

SPY
S&P 500

Last Week: -0.45%
YTD: 2.69%
1 Year: 23.30%

DIA

Dow Jones Industrial Average

Last Week: -0.67%
YTD: 4.71%
1 Year: 7.20%

ONEQ
NASDAQ

Last Week: -0.68%
YTD: 1.49%
1 Year:

…

Do NOT Make These 5 Retirement Mistakes

These are the top five common retirement mistakes that can lead to financial difficulties or failure during retirement. Hi, I’m Alex Wolfe, Certified Financial Planner and Head of Financial Planning at Base Wealth Management. In this video, I’m going to …

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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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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.

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 *This book is most suitable for households with $250K or more in investable assets.
 

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