Commentary: Granularity
In finance, there is a modern tendency to make investing decisions at a very coarse grain of granularity. At Basepoint, we believe that...
top of page
Search
W. Allen Wallace
Aug 68 min
Market Update: Too Much Liquidity
Basepoint's Chief Investment Officer (CIO) W. Allen Wallace presents valuable insights on the real-life scenario playing out right now in...
374 views
W. Allen Wallace
Dec 20, 202310 min
Basepoint Wealth Market Update
From the desk of Basepoint Wealth's CIO W. Allen Wallace, read about our current positioning, market outlook, and what barometers and...
203 views
W. Allen Wallace
May 16, 202316 min
Bonds: Know What You Own
Focusing on interest rate risk and credit risk, we will describe how we utilize current rates, yields, and spreads to build a bond...
375 views
W. Allen Wallace
Feb 24, 202319 min
Commentary: Truth
Our principles and process are based on what we believe to be the most precise and accurate methods available to lead you to financial...
275 views
W. Allen Wallace
Sep 29, 202214 min
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...
249 views
W. Allen Wallace
May 10, 20226 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...
414 views
W. Allen Wallace
Mar 9, 20227 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...
302 views
W. Allen Wallace
Feb 11, 202211 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...
232 views
W. Allen Wallace
Oct 12, 202111 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.
352 views
