Are markets getting ahead of themselves? From AI valuations and rising capital demands to inflation, interest rates, and portfolio positioning, CIO Allen Wallace shares what he’s watching, and why thoughtful decision-making matters in an uncertain market. What should investors be paying attention to as we move through 2026? In the latest edition of Market Compass, Basepoint Wealth Chief Investment Officer Allen Wallace takes a closer look at several forces shaping today’s inv

Bitcoin has become one of the most discussed and debated assets of the modern era. Opinions often focus on where its price may go next, but before asking where Bitcoin is headed, it's worth asking a more fundamental question. What is Bitcoin? In this article, Basepoint Wealth examines Bitcoin through the lenses of economic history, monetary theory, and investment principles. Rather than forecasting future prices or advocating for a particular outcome, our goal is to provide a

The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with a great deal of wealth. The fee-only fiduciary advisor gets paid to provide advice to their clients, whether in financial planning, asset management, or both. The fiduciary standard is a key piece of this.

You’ve worked hard to build your wealth, you have the strong nest egg for your retirement years, but how are you going to pass down any remaining wealth to your family, kids, and grandkids? Where most high-net-worth investors turn: Trusts. Trusts are legal agreements that create the opportunity to design how assets are passed down and managed. Trusts provide the ability to specify terms, decide who receives inheritances, when they receive them, and more.