Author: Sean Koscho

Sean Koscho is a Harvard alumnus and a financial advisor with 18 years of experience in financial services. After beginning his career on Wall Street, he dedicated over a decade to serving as a Firefighter/EMT with the Sarasota County Fire Department. Now based in Newmarket, NH, Sean continues his mission of helping others, whether managing wealth or serving his community.

Understanding the Corporate Transparency Act: What It Means for Your Business

The Corporate Transparency Act (CTA) is officially in effect, bringing new reporting requirements for businesses across the United States. While this regulation aims to combat money laundering, fraud, and corruption, it also introduces an important filing responsibility that business owners

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How Do Financial Advisors Add Value?

Many Americans have a misconception of what a financial advisor does or how a financial advisor adds value to a portfolio. They may imagine an advisor picking hot stocks, buying and selling assets as the markets shift, and beating the

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Get to Know Financial Advisor Sean Koscho

Get to know Sean Koscho, a unique blend of financial savvy and community service. With over 13 years on Wall Street and nearly a decade as a firefighter, Sean brings unparalleled insights to the table.…

Investing in Market Resilience

While crafting investment portfolios, we painstakingly pore over the daily, weekly, and monthly charts that detail the tumultuous journey of the markets. These charts often reveal startling dips and surges that sometimes appear without rhyme or reason – we truly
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Blockchain and Crypto: A Worthwhile Investment?

Tech guy lost money after buying cryptocurrency
It’s a common question from clients – what about cryptocurrency? Is it safe? Is it profitable? What even is cryptocurrency?
Cryptocurrency and its underpinning technology, blockchain, are one of the most misunderstood pieces of technology. Since the advent of Bitcoin
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The Benefits of the 1031 Exchange

We love real estate almost as much as we love stocks, bonds, ETFs, and Mutual Funds. Real estate can be fantastic for fighting inflation, and it rounds out an otherwise solid securities-based investment portfolio. Diversification, right? Plus, you don’t need
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How to Use a ROBS 401(K) – Rollovers as Business Startups

Businessmen discussing ROBS 401(K) rollover
Have you ever had a great business idea and taken steps to realize it, just to encounter problems financing it? Or maybe you’re debt averse and don’t want to take on a small business loan? Or perhaps you don’t qualify
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Diversifying your Deposit Accounts

Diversifying your Deposit Accounts
You know what they say: Don’t put all your eggs in one basket. That bit of wisdom applies not only to life in general but also to your savings deposits. And no, I don’t mean investment diversification, though that’s just
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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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