Does chasing investment performance pay off?

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Have you ever looked enviously at a car as it flies by you in the next lane while you sit stuck in traffic? Only to switch lanes, just for that lane to grind to a halt and your previous lane to shoot forward? Investing can be quite similar – too much trading or chasing ‘fast lane’ investments is nearly guaranteed to slow you down in the long run. Watch our latest video to learn how to avoid the investing fast lane and reach your investing destination safe and sound!

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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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