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How Gain/Loss Reporting Can Mislead
A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
W. Allen Wallace
Jan 3, 20236 min read


What's Driving the Recent Volatility? A Quick Glance
Keeping an eye on long-term portfolio goals while buckling down where needed and keeping debt under control can help balance your...
Basepoint Wealth
May 2, 20224 min read


What is the Fed Up To? Rates, Inversions, and Quantitative Tightening
Over the last several years, the Fed's loose monetary policy has been fueling the stock market and charging up the housing boom. As...
Basepoint Wealth
Apr 15, 20224 min read


How We Are Different
Understanding the Fee-Only, Fiduciary Advisor Model
Basepoint Wealth
Jan 25, 20224 min read
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