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The Limits of Data in an Ever Changing Environment
The data may shift, but the fundamentals of sound financial planning remain your best compass. June 2025: What does the data say? May was...

Basepoint Wealth
Jul 15 min read


Budget vs Trade Deficit, Market Volatility & Private Equity in Retirement
In this episode of The Point, we kick off with "In the News" where we unpack the latest on tariffs and trade policy - and what they could...

Basepoint Wealth
May 142 min read


Tariffs, Inflation, and Taxes: Where's the Balance?
Uncertainty may be the theme of the moment, but a well-balanced plan built with your Basepoint advisor will help you navigate and stay...

Basepoint Wealth
Mar 275 min read


Election 2024: The Financial Impact
The 2024 election is on the minds of most Americans. It is a consistent topic that comes up frequently as we meet with our Basepoint...

Basepoint Wealth
Oct 15, 20241 min read


The Point Podcast: Energy Evolution: ESG, Reserves & Volatility
Join us for episode two of The Point Podcast. Our goal is simple, we want to invite you into conversations we have as a wealth management...

Basepoint Wealth
May 15, 20241 min read


February Market Commentary: Powell's Not Done
A recap of January and a look ahead to early spring. The market adage is “as January goes, so goes the year.” Is it true? According to an...

Basepoint Wealth
Feb 17, 20235 min read


December Market Commentary: The Predictive Limits of Data
November Recap and December Outlook We're on the home stretch of a year in which "unprecedented" doesn't even begin to capture it....

Basepoint Wealth
Dec 13, 20224 min read


Inflation, the Fed, and Recession. It's Not Linear.
Will the Fed increase rates more, and are we in or headed for a recession? Several factors play a part in addition to rates. The June CPI...

Basepoint Wealth
Jul 22, 20224 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


A Note on the Invasion of Ukraine
The news about the invasion of Ukraine is distressing, let's break it down and look at some of the threads we're tracking. The news about...

Basepoint Wealth
Feb 25, 20223 min read


What Does the Fed’s Hawkish Pivot on Inflation Mean?
The rapid shift in tone from the Federal Reserve on inflation, and its planned course of action in response to it, has been stark.

Basepoint Wealth
Dec 21, 20215 min read


Limiting a Retirement Classic: The IRA May See Some Unwelcome Changes
A look inside the proposed changes to a retirement staple - the IRA - as part of the Build Back Better Act.

The Seven Group
Sep 30, 20214 min read
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