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...
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W. Allen Wallace
- Feb 24
- 19 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...
233 views
W. Allen Wallace
- Sep 29, 2022
- 14 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...
230 views
W. Allen Wallace
- May 10, 2022
- 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...
396 views
W. Allen Wallace
- Mar 9, 2022
- 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...
295 views
W. Allen Wallace
- Feb 11, 2022
- 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...
211 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.
314 views
W. Allen Wallace
- Sep 23, 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?
54 views
W. Allen Wallace
- May 4, 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.
47 views
W. Allen Wallace
- Apr 1, 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.
69 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.
124 views
W. Allen Wallace
- Oct 22, 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.
69 views
W. Allen Wallace
- Jun 8, 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 ...
28 views
W. Allen Wallace
- Apr 6, 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.
32 views
Basepoint Wealth
- Mar 16, 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.
8 views
W. Allen Wallace
- Mar 9, 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.
27 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.
19 views
W. Allen Wallace
- Apr 5, 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.
55 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.
39 views
W. Allen Wallace
- May 3, 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.
37 views
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