Base Wealth Management

06/01/2026

Inflation cooled slightly, but does that mean pressure on consumers is really easing?

Energy costs are still taking a bigger bite out of household budgets. Mortgage rates are back near recent highs. And housing demand is feeling the strain.

So what should investors make of a market where stocks moved higher, inflation moderated, but everyday costs remain elevated?

Read the full Market Recap here: https://basewealthmanagement.com/market-recaps/market-recap-inflation-eases-energy-costs-rise-mortgage-rates-climb/



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

Inflation eased slightly in April, energy costs squeezed consumers, and higher mortgage rates weighed on housing demand in this week's market recap.

05/29/2026

Thank you to everyone who joined us for our Jacksonville First Responders Happy Hour.

We enjoyed spending time with members of Jacksonville's first responder community, catching up with familiar faces, meeting a few new ones, and sharing a relaxed evening together.

We appreciate the work you do every day and are grateful you took the time to join us.

05/27/2026

Long wait times, automated menus, delayed responses, and hard to reach support teams have become a common frustration at many large financial institutions.

As Alex Chandler, CFP®, explains, this shift is often tied to cost pressure, automation, regulation, staffing challenges, and growth. While technology can make simple tasks easier, it may not always help when your question is more personal or complex.

When it comes to your hard earned assets, the level of service you receive matters.

Follow for more financial insights and practical tips.

05/26/2026

Consumer sentiment hit a fresh low in May as inflation expectations rose and markets weighed the effect of higher oil prices and geopolitical uncertainty.

In Washington, the House advanced a bipartisan housing affordability bill aimed at limiting large investor purchases of single-family homes, though the revised bill still faces uncertainty in the Senate.

Oil prices also moved lower as investors reacted to signs that U.S.-Iran negotiations could ease supply concerns and potentially reopen the Strait of Hormuz.

Read the full Market Recap here: https://basewealthmanagement.com/market-recaps/market-recap-consumer-sentiment-hits-new-low-housing-bill-advances-oil-prices-drop/

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

Consumer sentiment hit a new low as oil prices surged, housing reform advanced, and inflation concerns kept markets cautious.

05/26/2026

Selling a home after 50 years isn’t just a financial decision. It’s emotional, exciting, and full of questions about taxes, income, and family legacy.

As Jeremy Riggs, CFP®, explains, big transitions can feel a lot less overwhelming when there’s a clear plan behind them. From setting aside cash for taxes to building income around Social Security and updating estate documents, each step can help bring more structure to the next chapter.

Good planning isn’t just about spreadsheets. It’s about helping life changes feel possible again.
Follow for more financial insights and practical planning tips.

05/19/2026

Markets were mixed last week as investors reacted to renewed inflation pressure, shifting expectations for Federal Reserve policy, and higher mortgage rates.

Producer prices rose sharply in April, with energy costs and broader service-sector pressures reinforcing concerns that inflation may remain persistent. As a result, markets began pricing in the possibility that the Federal Reserve's next move could be a rate hike rather than a cut.

At the same time, mortgage rates moved higher as bond yields climbed, creating another affordability challenge for buyers even as housing activity has shown some signs of improvement.

Read the full Market Recap here: https://basewealthmanagement.com/market-recaps/market-recap-producer-prices-surge-fed-hike-odds-rise-mortgage-rates-jump/

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

Fiduciary financial advisors in Lakewood Ranch, FL — retirement planning, tax strategy, and wealth management. Fee-based CFPs® serving clients across the U.S.

05/12/2026

Markets moved higher last week as investors reacted to resilient labor data and continued strength in consumer spending.

April job growth came in stronger than expected, with retail and transportation helping support hiring despite signs of a gradually cooling labor market. At the same time, consumer sentiment fell to another record low as rising fuel costs and inflation continued to pressure households.

While economic growth concerns remain, markets responded positively to ongoing labor market resilience and steady spending trends.

Read the full Market Recap here: https://basewealthmanagement.com/market-recaps/market-recap-labor-market-resilience-retail-hiring-strength-consumer-sentiment-slump/

April jobs data showed labor market resilience and strong retail hiring, even as consumer sentiment fell amid inflation and fuel costs.

05/11/2026

With inflation rising, many are wondering if $1 million is still enough. The answer might be yes, but it depends on your plan.

In this example, a couple could generate about $6,100 per month by combining portfolio withdrawals with Social Security. As guaranteed income increases, pressure on the portfolio may decrease.

Debt, timing, and spending all play a role. Even removing a mortgage could boost monthly income and improve flexibility.

Follow for more financial insights and tips to help you plan with confidence.

05/05/2026

We’re hosting a First Responder Happy Hour on Thursday, May 28th at 5:00 PM at Culhane’s Irish Pub in Tinseltown.

With the recent fires across Florida and the work first responders do every day, this is simply a small way to say thank you. No speeches and no agenda, just a relaxed evening to connect, share a drink, enjoy some food, and show appreciation for the men and women who show up when it matters most.

If you know any JFRD firefighters, please feel free to share the invite. We’d love to have them join us for a well-deserved night off.

Click here to RSVP: https://basewealthmanagement.com/base-events/jacksonville-happy-hour/

Event for the FireFighters of Jacksonville, FL.