Optimize Your Investments for Financial Success

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In this video, Alex Wolfe, the head of financial planning at Base Wealth Management, explores the art of optimizing your investments to achieve your financial goals.

Learn how to align your investment portfolio with your life’s ambitions, whether they’re short-term objectives like buying a car or planning for a dream vacation, supplementing your income, or securing your financial future for the long term.

Discover the best investment strategies for each stage of your life, from high-yield savings accounts to dividend-paying stocks and tax-efficient retirement accounts like 401k and IRA. Find out how to weave these different investment strategies into a cohesive plan and ensure your money is working for you, not the other way around.

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Dan DiLascia

Sean Koscho

Kyle
Howell

Josh
Pisa

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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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