This month’s Market Bearings explores the growing tension between rising inflation, higher interest rates, and the impact of massive AI infrastructure spending on markets and asset prices. W. Allen Wallace breaks down what recent economic data may be signaling, why cash flow matters more than price fluctuations, and how Basepoint is positioning portfolios amid increasing uncertainty. "Inflation is the one form of taxation that can be imposed without legislation." -Milton Frie

How global events like the Strait of Hormuz impact inflation, markets, and portfolio strategy, and what investors should watch next. Global headlines can feel overwhelming, but what actually matters for your portfolio? In this episode of The Point Podcast, we connect the dots between geopolitical events, inflation risks, and real-world investment decisions. Using the recent focus on the Strait of Hormuz as a starting point, we explore how disruptions in energy, supply chains,

Periods like this can feel uneasy, especially when markets appear calm on the surface. Our role is to look beneath that surface and position your portfolio accordingly—so you can stay focused on your long-term goals. “I’d rather be vaguely right than precisely wrong.” -John Maynard Keynes “…one ought to hold all one’s beliefs with a certain element of doubt, and one ought to be able to act vigorously in spite of the doubt.” -Bertrand Russell Mil

Social Security decisions, RMDs, and tax strategies can have a huge impact on your retirement income — but many people don’t realize they’re making costly mistakes until it’s too late. In this episode of The Point Podcast, Landis Wiley and CIO Allen Wallace discuss Social Security timing, RMDs, tax strategies, and why “average” retirement advice may not fit your financial situation. In this milestone 20th episode of The Point Podcast , hosts Landis Wiley and Chief Investment