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Does chasing investment performance pay off?

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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One way to unlock retirement funds early penalty-free.​

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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How do dividends actually work?

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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Squashing the Millionaire Myth

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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Improve Your Happiness in Retirement

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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For IPG Employees: The Roth 401(k) Option

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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Client Appreciation Event Highlights - 08/21

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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Does your portfolio fit you? Let’s find out with Riskalyze.

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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Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

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7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 756-8716

Disclosures

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 a list of full disclosures.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

https://adviserinfo.sec.gov

© Copyright 2023.

 Crafted by Baobab Advisor Consultants.

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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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