Commentary: Decision Making
Market declines and recessions are a normal course of financial life and have been repeating on a sporadic basis since the beginning of...
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W. Allen Wallace
- May 10
- 6 min
Commentary: The Rabbit Hole
As market conditions continue to evolve, we will carefully and diligently monitor your portfolio to be certain that all of our principles...
350 views
W. Allen Wallace
- Mar 9
- 7 min
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...
284 views
W. Allen Wallace
- Feb 11
- 11 min
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...
189 views
W. Allen Wallace
- Oct 12, 2021
- 11 min
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.
267 views
W. Allen Wallace
- Sep 22, 2021
- 18 min
Commentary: Time
How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
42 views
W. Allen Wallace
- May 3, 2021
- 14 min
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.
36 views
W. Allen Wallace
- Mar 31, 2021
- 17 min
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.
35 views
W. Allen Wallace
- Jan 28, 2021
- 14 min
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.
56 views
W. Allen Wallace
- Oct 21, 2020
- 16 min
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.
49 views
W. Allen Wallace
- Jun 7, 2020
- 16 min
Commentary: What is Money?
Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest ...
22 views
W. Allen Wallace
- Apr 5, 2020
- 10 min
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.
23 views
Basepoint Wealth
- Mar 15, 2020
- 1 min
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
W. Allen Wallace
- Mar 8, 2020
- 7 min
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.
21 views
W. Allen Wallace
- Feb 27, 2020
- 4 min
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.
11 views
W. Allen Wallace
- Apr 4, 2019
- 8 min
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.
25 views
W. Allen Wallace
- Dec 14, 2018
- 7 min
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.
21 views
W. Allen Wallace
- May 2, 2018
- 5 min
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.
15 views
W. Allen Wallace
- Mar 22, 2018
- 6 min
Principle 3: Define risk as the permanent loss of capital
Risk: a four-letter word that many people avoid discussing in polite company.
43 views
W. Allen Wallace
- Jan 12, 2018
- 4 min
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.
32 views