The data may shift, but the fundamentals of sound financial planning remain your best compass. June 2025: What does the data say? May was...

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...

Uncertainty may be the theme of the moment, but a well-balanced plan built with your Basepoint advisor will help you navigate and stay...

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...

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...

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...

November Recap and December Outlook We're on the home stretch of a year in which "unprecedented" doesn't even begin to capture it....

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...

Keeping an eye on long-term portfolio goals while buckling down where needed and keeping debt under control can help balance your...

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...

The rapid shift in tone from the Federal Reserve on inflation, and its planned course of action in response to it, has been stark.

A look inside the proposed changes to a retirement staple - the IRA - as part of the Build Back Better Act.