top of page
A New Home for Basepoint Wealth: Beginning August 24, 2026, our Cedar Rapids office
will be located at 4700 N River Blvd NE, Cedar Rapids, IA 52411. Directions to our new office
We look forward to serving you from our new location and appreciate your continued trust and support.
Search


Video: Market Compass Q2 2026 - AI Valuations, Inflation, Interest Rates & the Investment Landscape
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

Basepoint Wealth
Aug 173 min read


Commentary: Bitcoin
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

W. Allen Wallace
Jul 1420 min read


The College Funding Toolkit for High-Earning Families
Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to put your own goals on hold while you shoulder the big-but-temporary new burden. A better strategy for paying for college while keeping your goals on track is to build the right short-list of colleges together with your child and maximize financial strategies.

Basepoint Wealth
Aug 56 min read


Basepoint Wealth Named to USA TODAY Best Financial Advisory Firms 2026 List
We are excited to announce that we have been recognized as one of the Best Financial Advisory Firms 2026. The list by Statista for USA TODAY resulted from the evaluation of RIA's throughout the United States to develop a list of the top 1,000 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. Basepoint Wealth, LLC, a leading fee-only registered investment advisor (RIA), is proud to announce its

Basepoint Wealth
Jun 13 min read
bottom of page
