Fed Holds Rates, Inflation Eases, Retail & Housing Trends

Dive into the key financial shifts of November in this comprehensive update. We cover the Federal Reserve’s decision to pause rate hikes, the decline in treasury yields, inflation easing, retail sales insights, and the impact on the housing market. Plus, …

4 Easy Ways to Boost Your Social Security Benefits!

Navigate the complexities of Social Security with expert guidance from Alex Wolfe, Head of Financial Planning at Base Wealth Management. Our latest video unveils four strategic steps to enhance your Social Security benefits and secure your financial future:

  • Understanding Your

Monthly Market Recap: GDP, Inflation, and More

Base Wealth Management October Monthly Market Recap

Watch Alex Wolfe, CFP®  break down October’s financial events in our Monthly Market Recap.

US GDP’s Noteworthy Rise: Exceeding expectations, the growth was propelled by consumer and government spending, inventory increases, and exports. Unpack what this could mean for the …

Strategies to Save Big on Taxes: A Year-Round Approach

Join Alex Wolfe, Head of Financial Planning at Base Wealth Management, in our latest video as he shares crucial insights into year-round tax strategies that can save you money and prevent those last-minute tax day surprises. From Roth conversions to …

Optimize Your Investments for Financial Success

Alex Wolfe, CFP - Optimizing Investments

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 …

A Better Way to Plan Your Financial Future

Are you tired of struggling with your budget and uncertain financial future? Certified Financial Planner, Alex Wolfe, from Base Wealth Management has a game-changing solution for you!

In this video, Alex introduces the power of Goal-Based Planning, a revolutionary approach …

Get to Know Financial Advisor Sean Koscho

Get to know Sean Koscho, a unique blend of financial savvy and community service. With over 13 years on Wall Street and nearly a decade as a firefighter, Sean brings unparalleled insights to the table.…

Introducing Kyle Howell

We are proud to introduce Kyle Howell as the newest member of the Base Wealth Management team. Kyle is an experienced financial advisor and respected member of the Land O’ Lakes community. He brings with him a wealth of knowledge, …

Creative Financing: All About Investment Property

Is real estate investing right for you? Watch the video from the real estate event to discover the ins and outs of financing real estate, from figuring out cash flow to dealing with taxes and mitigating risk using cutting-edge software!…

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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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