Category: Investment Strategy

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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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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The Optimal Order of Investing

Investor utilizing the optimal order of investing
As one navigates through life and takes on more financial responsibilities like credit lines, family obligations, and a mortgage, it’s common to feel overwhelmed with all the moving parts that make up your finances. But there’s hope! By following the
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Why Trying to Time the Market is Risky Business

Trying to time the market can bring your investments crashing down

Some investors have a great habit of selling low and buying high, letting emotions determine their financial decisions, at great cost to their portfolio and mental well-being.

A savvy investor knows that it’s always a great time to buy, for

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What You Need to Know About RSUs: Restricted Stock Units

Have you earned restricted stock units (RSUs) through your employer? This type of non-cash compensation has become more and more prevalent among start-ups and Fortune 500 firms, which utilize RSUs to attract new employees and retain key executives to foster

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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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