Base Capital

School is just the beginning of your education—especially when it comes to finances. Master the art of managing your money, work towards growing your wealth for the future, keep more of what you earn, and always be prepared for the unexpected. Your financial journey continues—keep learning!

Your financial journey is personal—shouldn’t your advice be, too?

In today’s politically charged environment, it’s tempting to let your beliefs sway your investment choices. But history reminds us to draw a clear line between politics and portfolios. Here’s why: ?????????????? ??????’?? ???????? ????????????????: Whether under Democratic or Republican leadership, market growth is driven more by global economic events and innovations than by politics. ???????????????????? ???????????????? ???? ?? ????????????: Even a party with a clear agenda can’t guarantee every policy’s execution, and unforeseen events can change the course overnight. ???????? ???????????????? ???? ??????????: Political-based investing can lead to impulsive decisions, potentially missing out on valuable opportunities. ?????????????????? ?????? ??????????????????: A balanced portfolio, spanning sectors and regions, protects against the unpredictability of politics and economies. ???????? ?????? ????????????: While political events might cause short-term jitters, they often have transient effects in the long run. ???????????????????? ???????? ????????????????: Partnering with a financial advisor gives you unbiased, objective advice that aligns with your financial goals, not political sentiments. Prioritize sound financial strategies over political biases. When uncertain, seeking experienced advice can be invaluable.

Generosity knows no bounds, and one doesn't need to be excessively wealthy to contribute generously. In today's landscape, a growing number of individuals find themselves capable of extending their financial support beyond their immediate family. However, it's essential to recognize that making a enduring commitment to a non-profit organization demands careful consideration and dedication of time and effort.

Every financial decision you make is impacted by emotions—whether it be fear, excitement, or even guilt. Acknowledging the emotional side of money is the first step toward making better money decisions.

Executives know the importance of strategic planning in business, but what about your personal financial strategy? Working with a financial professional can provide the insights and strategies you need to navigate complex financial decisions, mitigate risks, and work towards long-term financial goals.

When you prioritize your mindset, the rest—investments, savings, budgeting—falls into place. Mindset over everything.

Just a reminder: Earlier this year, Congress updated 529 plans to offer more flexibility for families. If you have a 529 account, it's worth revisiting your options to take advantage of these changes.

What does your family wealth legacy mean to you? For some, it's around the family business, for others, it's about values and impact. We’d love to hear your thoughts! Like, share, or comment below what your wealth legacy means!

Retirement – ?????? ???????????? ?????? ??????’???? ???????? ???????????? ??????. But what happens when it’s time to start spending that hard-earned nest egg? Psychologically, it’s a huge change. For decades, you’ve trained yourself to build up assets, but now you’re expected to draw down on these funds and live your life to the fullest. First and foremost, it’s important to remember that your retirement savings were always meant to be spent. Your savings aren’t just a scorecard. They exist to help you live your best life. Travel to dream destinations, explore different cultures or indulge in hobbies and passions that were previously put on hold due to work commitments. Invest in personal growth – enroll in classes and workshops that can enrich your knowledge and skills. Remember that retirement is about more than money. It’s about the freedom to explore, to enjoy, and to live life on your own terms. After all, isn’t that what you’ve been saving for?