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Financial Foundations

SEASON: 02
EPISODE: 02

Election 2024: Is Your Retirement At Risk?

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What does 2024 have in store for your finances?

Season 2, Episode 2 of Financial Foundations unravels the mystery of election-year market behaviors.

Join hosts Dustin Taylor and Alex Wolfe, CFP®, as they dissect the historical data, debunk common myths, and offer straightforward advice to safeguard your investments during the electoral season.

Why is it crucial to resist the impulse to make hasty financial decisions during an election year? And what strategies can help you not only protect but potentially grow your wealth during this period?

Dustin and Alex address these questions with the precision and clarity that only a seasoned financial professional can offer.

Don’t forget, we love to hear from our listeners. If you have questions or topics you’d like us to cover, please send them to question@basewealthmanagement.com.

Your inquiry could be the focus of our next episode!

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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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