Basepoint Wealth17 hours ago4 minBenefitsChanging Jobs: What Happens To Your 401(k)?Thinking through your 401(k) rollover strategy should be part of the financial housekeeping you do when you join a new company....
Basepoint WealthMar 144 minRetirementCreating Flexible Income in Retirement: Roth ConversionsA Roth IRA conversion can be a very powerful tool for your retirement, potentially saving you considerable money in taxes over the long...
W. Allen WallaceFeb 1111 minMarket CommentaryCommentary: Portfolio ConstructionA look under the hood at our philosophy for portfolio construction, and an analysis of recent asset exposure decisions. “A good portfolio...
Basepoint WealthFeb 104 minTaxesYou've Maximized Your 401(K). Should You Invest After-Tax In An IRA?As tax season approaches, thinking through all the available options open to you is just smart money. If you have contributed the maximum...
Basepoint WealthJan 111 minMarket CommentaryWebinar: Investment Outlook & Update - 11 Jan 2022Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...
W. Allen WallaceDec 30, 20215 minTaxesHow Gain/Loss Reporting Can MisleadA note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
Basepoint WealthNov 23, 20215 minInvestmentsManaging Investments Means Managing Your EmotionsManaging uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.
Basepoint WealthNov 16, 20214 minTaxesSpousal IRA: A Strategy for Tax-Advantaged SavingLack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.
Basepoint WealthNov 13, 20214 minInvestmentsAsset Location: A Tax Lens on Retirement Investing Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.
W. Allen WallaceOct 12, 202111 minMarket CommentaryCommentary: The Siren's SongThere is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.
Basepoint WealthOct 8, 20215 minExecutive CompensationNavigating Employee Stock Purchase PlansInvesting in the company you work for can be part of a solid equity allocation. We break down what you need to know.
W. Allen WallaceSep 23, 202118 minMarket CommentaryCommentary: TimeHow does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
W. Allen WallaceMay 4, 202114 minMarket CommentaryCommentary: Know what you holdThe idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.
W. Allen WallaceJan 28, 202114 minMarket CommentaryCommentary: Manias, Panics and CrashesFear 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.
W. Allen WallaceOct 22, 202016 minMarket CommentaryCommentary: 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.
W. Allen WallaceJun 8, 202016 minMarket CommentaryCommentary: What is Money?Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest ...
W. Allen WallaceApr 6, 202010 minMarket CommentaryCommentary: When the Markets Give Us LemonsWhile our fellow investors lament the state of the market, we will focus our time on maximizing wealth in the face of a market decline.
Basepoint WealthMar 16, 20201 minWebinarsWebinar: March 16, 2020 Market VolatilityReviewing our philosophy on investment management and the various techniques and strategies that our advisors are implementing.
W. Allen WallaceMar 12, 20206 minMarket CommentaryCommentary | Importance of DisciplineSince we have not experienced a bear market in over 11 years, it is important to remember that volatility is a normal part of investing.
W. Allen WallaceMar 9, 20207 minMarket CommentaryCommentary | Cutting Through the NoiseWhen red flashes on the screen, our perspective is that every decision we make must be based on facts and experience, not urgency.