In this episode, Alex Wolfe, Head of Financial Planning at Base Wealth Management, provides a rapid fire recap of the latest market news.
Topics include the Fed’s projection for 2024, its caution against lowering interest rates too hastily to prevent persistent inflation, and the surprisingly strong consumer spending patterns despite retailer’s lower guidance for the holiday season.
Wolfe also mentions the bond and interest rate markets’ anticipation of future rate cuts, the decrease in mortgage rates, and the rise in mortgage applications.
Additionally, he touches on the easing inflation due to a decrease in oil and energy prices, and the rising cost of groceries going into 2024.
Email your questions to question@basewealthmanagement.com or visit basewealthmanagement.com for more information. Stream on your favorite podcast app to stay financially informed.
7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040
info@BaseWealthManagement.com
BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.
Click here for our latest Client Relationship Summary Document.
Click here for a list of full disclosures.
If you have any questions regarding Compliance and Regulatory information, please Contact Us.
"*" indicates required fields
"*" indicates required fields
"*" indicates required fields
"*" indicates required fields
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).
Simply submit your name and email to receive a PDF straight to your inbox.
"*" indicates required fields
Simply submit your name and email to receive a PDF straight to your inbox.
"*" indicates required fields
Simply submit your name and email to receive a PDF straight to your inbox.
"*" indicates required fields
Simply submit your name and email to receive a PDF straight to your inbox.
"*" indicates required fields
If you would like to request a physical copy of Divorce the IRS, please fill out the form below.
"*" indicates required fields
You’ve stumbled across an element that isn’t quite ready for the web yet. We’re working on a lot of new features so stay tuned.
-The Base Wealth Team