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    Commentary: Are We There Yet?
    W. Allen Wallace
    • Mar 9
    • 7 min
    Market Commentary

    Commentary: Are We There Yet?

    Market swings may feel like adequate reason to scrap everything and start over. We are monitoring your goals first and foremost and...
    271 views
    Commentary:  Portfolio Construction
    W. Allen Wallace
    • Feb 11
    • 11 min
    Market Commentary

    Commentary: Portfolio Construction

    A look under the hood at our philosophy for portfolio construction, and an analysis of recent asset exposure decisions. “A good portfolio...
    159 views
    December Market Commentary: In at the finish
    Basepoint Wealth
    • Jan 12
    • 4 min
    Market Commentary

    December Market Commentary: In at the finish

    December Recap and January Outlook After October’s employment number (released in November) far exceeded expectations, there was some...
    45 views
    Commentary:  The Siren's Song
    W. Allen Wallace
    • Oct 12, 2021
    • 11 min
    Market Commentary

    Commentary: The Siren's Song

    There is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.
    249 views
    Commentary: Time
    W. Allen Wallace
    • Sep 23, 2021
    • 18 min
    Market Commentary

    Commentary: Time

    How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
    37 views
    Commentary: Know what you hold
    W. Allen Wallace
    • May 4, 2021
    • 14 min
    Market Commentary

    Commentary: Know what you hold

    The idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.
    27 views
    Principle 7:  Carefully consider costs
    W. Allen Wallace
    • Apr 1, 2021
    • 17 min
    Principles

    Principle 7: Carefully consider costs

    Our mission is to simplify things and make sure that whatever cost you incur provides some sort of return either financially, or mentally.
    16 views
    Commentary: Manias, Panics and Crashes
    W. Allen Wallace
    • Jan 28, 2021
    • 14 min
    Market Commentary

    Commentary: Manias, Panics and Crashes

    Fear of missing out is the most dangerous emotion in investing. But if history is any guide, and usually it is, this time isn't different.
    27 views
    Commentary: What's Wrong with Average?
    W. Allen Wallace
    • Oct 22, 2020
    • 16 min
    Market Commentary

    Commentary: What's Wrong with Average?

    Our goal is to make decisions that are calculated and mathematical when it is useful, and to interject common sense when math won't do.
    39 views
    Commentary: What is Money?
    W. Allen Wallace
    • Jun 8, 2020
    • 16 min
    Market Commentary

    Commentary: What is Money?

    Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest ...
    19 views
    Commentary: When the Markets Give Us Lemons
    W. Allen Wallace
    • Apr 6, 2020
    • 10 min
    Market Commentary

    Commentary: When the Markets Give Us Lemons

    While our fellow investors lament the state of the market, we will focus our time on maximizing wealth in the face of a market decline.
    22 views
    Webinar: March 16, 2020 Market Volatility
    Basepoint Wealth
    • Mar 16, 2020
    • 1 min
    Webinars

    Webinar: March 16, 2020 Market Volatility

    Reviewing our philosophy on investment management and the various techniques and strategies that our advisors are implementing.
    6 views
    Commentary | Cutting Through the Noise
    W. Allen Wallace
    • Mar 9, 2020
    • 7 min
    Market Commentary

    Commentary | Cutting Through the Noise

    When red flashes on the screen, our perspective is that every decision we make must be based on facts and experience, not urgency.
    18 views
    Commentary | Our Strategy During Volatility
    W. Allen Wallace
    • Feb 27, 2020
    • 4 min
    Market Commentary

    Commentary | Our Strategy During Volatility

    Market fluctuations are uncomfortable. With this in mind, it may be instructive to review a few key components of our investment principles.
    7 views
    Principle 6:  Appropriate use of diversification
    W. Allen Wallace
    • Apr 5, 2019
    • 8 min
    Principles

    Principle 6: Appropriate use of diversification

    Discussing diversification in the long shadow of a moderating term like “carefully” may seem anathema to certain investment fanatics.
    15 views
    Principle 5:  Think long-term
    W. Allen Wallace
    • Dec 14, 2018
    • 7 min
    Principles

    Principle 5: Think long-term

    By designing repeatable processes, controlling our emotions, and putting the wind of time to the back of our sails, we maximize potential.
    13 views
    Principle 4:  Carefully manage liquidity
    W. Allen Wallace
    • May 3, 2018
    • 5 min
    Principles

    Principle 4: Carefully manage liquidity

    Adequate liquidity is both an investment function and a financial planning function and is a key differentiator in how Basepoint works.
    7 views
    Principle 3:  Define risk as the permanent loss of capital
    W. Allen Wallace
    • Mar 23, 2018
    • 6 min
    Principles

    Principle 3: Define risk as the permanent loss of capital

    Risk: a four-letter word that many people avoid discussing in polite company.
    17 views
    Principle 2:  Invest with a margin of safety
    W. Allen Wallace
    • Jan 12, 2018
    • 4 min
    Principles

    Principle 2: Invest with a margin of safety

    We always attempt to purchase securities with a margin of safety, and we utilize fund managers who do the same.
    14 views
    Principle 1:  Contrast Investment Versus Speculation
    W. Allen Wallace
    • Oct 6, 2017
    • 5 min
    Principles

    Principle 1: Contrast Investment Versus Speculation

    In our estimation, avoiding mistakes is much more important to success than outguessing the competition regarding short-term price changes.
    35 views

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