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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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Most people are not aware that there is a provision designed by the IRS, called the Rule of 55, that allows access to your current workplace retirement money, without any penalties, for an early retirement.
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Dividend paying stocks have long been loved by investors and are often a staple of a retirement income plan. But how do they really work and are dividends all they are thought to be? You may be surprised to find out that dividends don’t actually add any value to your portfolio.
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Many people believe that millionaires inherit their money or have large incomes. Watch this short video to squash that myth and find out if it’s possible for you to join the millionaire club!
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Did you know there are other things that can boost your happiness in retirement, perhaps even over financial security? Watch our short video to get a glimpse of an investment opportunity now that can help improve your life later.

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Intertape Polymer Group began offering a Roth 401(K) option in January of 2021. Watch this video to find out if this plan might be right for you!
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Base Wealth Management was pleased to have clients participate in our Sunset Networking Event on the 2nd floor of the elegant Benderson Family Finish Tower in Nathan Benderson Park.

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Base Wealth Management combines our depth of investment knowledge, investment philosophy, and cutting-edge technology in order to empower fearless investing.

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