Asset Location Strategies – Save on Taxes in Retirement

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We have all heard of asset allocation. However, have you heard of another planning topic called asset location? Hi, I'm Alex Wolfe, Certified Financial Planner and head of financial planning at Base Wealth Management. Stay with me today on 

Q2 Economic Update 2024: Insights and Trends

Transcript:

Hello, and welcome, and thanks for joining me. Today, we’re going through our second-quarter economic update. I’m Alex Wolf, certified financial planner and head of financial planning at Base Wealth Management. Today, we’re going to go through a series …

Investing 101: How to Set and Achieve Your Financial Goals

Transcript:

Welcome back to the Financial Foundations podcast, brought to you by Base Wealth Management, where we are the foundation to your financial plan. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolf, certified financial planner, and today …

Your Best Investing Strategy: Paying Down Debt

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Investing is exciting. Investing can help you grow your wealth, and investing can set you up for a great retirement. But is now the right time to invest? Hi, I’m Kyle, financial adviser at Base Wealth Management. Today, …

AI Revolution in Finance: A Game Changer or a Threat?

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Welcome back to Financial Foundations brought to you by Base Wealth Management. I’m your host, Dustin Taylor. I’m your co-host, Alex Wolf, Certified Financial Planner®. Today, we’re talking about how AI is affecting the financial industry. Alex, do you

Mastering Mind Over Money: Avoid These Biases

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It’s Alex Wolfe at Base Wealth Management. Emotions play a significant role in our financial choices. Investors tend to invest with feelings and reactions instead of rational and data-backed principles. Today, we are going to dive into behavioral finance

Maximize Your HSA with a One-Time IRA Rollover

Alex Wolfe, Head of Financial Planning, discusses Health Saving Account Rollovers!

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Did you know you can make a one-time penalty and tax-free rollover from your IRA into an HSA? This is called a qualified HSA funding distribution and comes from the Health Opportunity Patient Empowerment Act. Hi, I’m Alex Wolfe,

Understanding Behavioral Finance: Why You Make Your Financial Choices

Investor Irrationality podcast about behavioral finance

Join us as we explore the fascinating world of Behavioral Finance, featuring insights from Kyle and Alex. This video delves into the psychological biases that influence our financial decisions, such as loss aversion, confirmation bias, and herd mentality. Understand how

Active vs. Passive Investing: Which is Right for You?

Alex explores active versus passive investing strategies.

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Passive versus active management is one of the most highly debated topics in wealth management. Today, we’re going to go over the pros and cons of each and give you my opinion on which style is best. Hi, I’m …

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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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