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Investing in Market Resilience

It’s a common question from clients – what about cryptocurrency? Is it safe? Is it…

Tech guy lost money after buying cryptocurrency

Blockchain and Crypto: A Worthwhile Investment?

It’s a common question from clients – what about cryptocurrency? Is it safe? Is it…

The Benefits of the 1031 Exchange

Is there an optimal order of investing? Interest rates on debt and kinds of investment…

Businessmen discussing ROBS 401(K) rollover

How to Use a ROBS 401(K) – Rollovers as Business Startups

Is there an optimal order of investing? Interest rates on debt and kinds of investment…

Diversifying your Deposit Accounts

Diversifying your Deposit Accounts

Is there an optimal order of investing? Interest rates on debt and kinds of investment…

Investor utilizing the optimal order of investing

The Optimal Order of Investing

Is there an optimal order of investing? Interest rates on debt and kinds of investment…

A Lakewood Ranch Retiree’s Withdrawal Guide

The order in which you start to withdrawal from your retirement accounts plays a vital…

5 Steps to Take Before Retiring in Lakewood Ranch

You’re getting close to retirement and have decided you want Lakewood Ranch to be the…

21st Century

Retirement Planning in the 21st Century: The Biggest Changes (and Challenges)

In this article, we confront some of the key issues future retirees face and how…

Realtors should utilize the solo 401(K)

Realtors Should be Utilizing the Solo 401(K) – Here Are 3 Reasons Why

Realtors are often 1099 employees. This means realtors aren't officially employed by a company and…

Firefighter and his Solo 401(K)

4 Reasons a Firefighter Might Need a Solo 401(K)

Some investors have a great habit of selling low and buying high, letting emotions determine…

Private Life Insurance

Why Firefighters Should Purchase Private Life Insurance

Why should a firefighter purchase private life insurance? Life insurance is provided by the employer…

Trying to time the market can bring your investments crashing down

Why Trying to Time the Market is Risky Business

Some investors have a great habit of selling low and buying high, letting emotions determine…

What You Need to Know About RSUs: Restricted Stock Units

Let's take a look at how Restricted Stock Units work, as well as how owning…

Inflation reduces the value of the dollar

Inflation: What It Means for Your Money

Inflation is a huge problem for investors. It's also one that many people don't know much…

Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

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Lakewood Ranch, FL 34240
(941) 756-8716

Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

Click here for a list of full disclosures.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

https://adviserinfo.sec.gov

© Copyright 2023.

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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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