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

What do today’s market signals—on inflation, recession risk, and the U.S. dollar—mean for your investment strategy? This 5-minute read from Basepoint's Chief Investment Officer explains how today’s headlines may impact your portfolio. “May you live in interesting times.” While the above quote is often mistakenly referred to as “The Chinese Curse”, the sentiment remains the same. Interesting times can be hard times. Unexpected things happen, things change quickly, and chaos k

If you weren’t able to join us live, the replay of our 2025 Investment Update & Outlook webinar is now available. We cover a recap of the past year, current market dynamics, and what’s top of mind for our investment team as we look ahead. Basepoint Wealth hosted our Investment Update & Outlook webinar on January 20, 2026, sharing perspective on what truly drove market returns in 2025, how portfolios performed beyond the headlines, and how we’re positioning investments as we m