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
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
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
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
Congratulations! You’ve retired here in Lakewood Ranch and can now spend your days hitting the greens at the Lakewood National Golf Club, checking out polo matches at the Sarasota Polo Club, or sipping on craft beer at Good
You’re getting close to retirement and have decided you want Lakewood Ranch to be the place you spend your twilight years. Before you put in your notice, however, make sure these 5 things are wrapped up first.
In this article, we will confront some of the key issues future retirees face and how the unique challenges of the modern era have disrupted traditional retirement planning strategies.
This means realtors aren’t officially employed by a company and therefore don’t qualify for a traditional employer-sponsored, employer-matching retirement account. Of course, a realtor may open a traditional IRA, but there is a potentially better
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.