Base Wealth Management

09/02/2026

Labor Day is a smart checkpoint: is your career still supporting the financial future you want? Your income, benefits, savings habits, and flexibility all play a role in long-term planning.

Read the full article: https://basewealthmanagement.com/blog/labor-day-career-and-retirement-checkup-aligning-your-work-and-long-term-financial-plan/

Use Labor Day to review your career, benefits, savings, and retirement timeline so your work choices support long-term goals.

08/31/2026

Could stubborn PCE inflation put rate hikes back on the table?

What happens when the Fed becomes harder for markets to predict?

Is rising lender liquidity signaling a turning point for commercial real estate?

Read the full Market Recap here: https://basewealthmanagement.com/market-recaps/market-recap-pce-inflation-warsh-warning-commercial-real-estate-liquidity/

Markets reviewed elevated PCE inflation, Kevin Warsh's rate warning, and improving commercial real estate liquidity amid high borrowing costs.

08/29/2026

Back-to-school season isn’t just about supplies—it’s a smart time for a family money checkup. Reviewing cash flow, spending expectations, and education costs now can help reduce surprises later. Read the full article: https://basewealthmanagement.com/blog/back-to-school-money-checkup-for-parents-and-students/

Review school-year costs, cash flow, student spending, and family support with a practical back-to-school money checkup.

08/25/2026

Late summer is a smart time to pause, review what changed, and make practical adjustments before fall gets busy. A simple reset can help you prioritize goals, plan for upcoming expenses, and reduce year-end surprises.

Read the full article: https://basewealthmanagement.com/blog/late-summer-financial-tune-up-how-to-reset-your-2026-goals-before-fall/

Reset your 2026 goals before fall with a late summer financial review focused on cash flow, savings, debt, and year-end planning.

08/24/2026

Are consumers starting to pull back on the big purchases that drive retail and housing?

Could a Treasury bond-buyback program ease pressure on long-term yields?

With mortgage rates holding at 6.77%, how much longer will prospective homebuyers wait?

Read the full Market Recap here: https://basewealthmanagement.com/market-recaps/market-recap-cautious-retail-consumers-treasury-cash-reserve-mortgage-demand-stalls/

Markets reviewed cautious retail consumers, a potential Treasury bond-buyback program, and flat mortgage demand amid elevated borrowing costs.

08/18/2026

A 401(k) allocation can look reasonable on paper and still feel wrong for the person holding it.

As income, career, time horizon, and tolerance for volatility change, an old allocation may no longer
match an investor's current life.

In this video, Jeremy Riggs, CFP, uses a client scenario to explain why retirement-plan risk deserves
a fresh look - and why a portfolio should be evaluated in the context of the full financial plan.

Watch the full video for questions to consider when reviewing your 401(k).

08/18/2026

If your savings plan feels tight right now, don’t rush to cut automatic transfers and hope to “make it up later.” A thoughtful reset can help you separate short-term pressure from long-term changes—and keep your goals aligned with real life.

Read the full article: https://basewealthmanagement.com/blog/what-to-review-before-adjusting-your-monthly-savings-goals/

Learn how to adjust monthly savings goals after summer spending, income changes, or shifting priorities without losing sight of key needs.

08/17/2026

Cooler inflation data pulled September rate-hike odds lower, while mortgage activity ticked higher after rates finally eased.

July CPI rose just 0.1%, with the annual rate declining to 3.4%, and producer prices were unchanged. Treasury yields fell and markets now see a greater chance the Fed holds rates steady in September, with a hike more likely later in the year. Mortgage rates edged down to 6.77%, helping total applications rise 3.6%, though purchase and refinance activity remained below last year.

What could moderating inflation, shifting Fed odds, and still-subdued housing demand mean for portfolios and household planning?

Read the full Market Recap here: https://basewealthmanagement.com/market-recaps/market-recap-inflation-moderates-rate-hike-odds-fall-mortgage-demand-rebounds/



This material includes forward-looking statements subject to risks and uncertainties; actual results may differ.

Markets reviewed cooler July inflation, slower wholesale prices, and a modest rebound in mortgage applications after rates edged lower.

08/17/2026

Alex was in New York last week conducting manager due diligence reviews with Capital Group
and had the opportunity to attend an event at the New York Stock Exchange with active portfolio
managers and investment analysts.

Getting this kind of firsthand perspective helps us better understand how investment teams are
approaching today’s markets, where they see opportunities, and how they’re thinking about risk.

It’s one more way we continue doing the work behind the scenes to make thoughtful, informed
decisions for the clients we serve.