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    Search
    Changing Jobs: What Happens To Your 401(k)?
    Basepoint Wealth
    • 17 hours ago
    • 4 min
    Benefits

    Changing 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....
    5 views
    Creating Flexible Income in Retirement: Roth Conversions
    Basepoint Wealth
    • Mar 14
    • 4 min
    Retirement

    Creating Flexible Income in Retirement: Roth Conversions

    A Roth IRA conversion can be a very powerful tool for your retirement, potentially saving you considerable money in taxes over the long...
    29 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
    You've Maximized Your 401(K). Should You Invest After-Tax In An IRA?
    Basepoint Wealth
    • Feb 10
    • 4 min
    Taxes

    You'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...
    34 views
    Webinar: Investment Outlook & Update - 11 Jan 2022
    Basepoint Wealth
    • Jan 11
    • 1 min
    Market Commentary

    Webinar: Investment Outlook & Update - 11 Jan 2022

    Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...
    99 views
    How Gain/Loss Reporting Can Mislead
    W. Allen Wallace
    • Dec 30, 2021
    • 5 min
    Taxes

    How Gain/Loss Reporting Can Mislead

    A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
    51 views
    Managing Investments Means Managing Your Emotions
    Basepoint Wealth
    • Nov 23, 2021
    • 5 min
    Investments

    Managing Investments Means Managing Your Emotions

    Managing uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.
    66 views
    Spousal IRA: A Strategy for Tax-Advantaged Saving
    Basepoint Wealth
    • Nov 16, 2021
    • 4 min
    Taxes

    Spousal IRA: A Strategy for Tax-Advantaged Saving

    Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.
    4 views
    Asset Location: A Tax Lens on Retirement Investing
    Basepoint Wealth
    • Nov 13, 2021
    • 4 min
    Investments

    Asset 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.
    11 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
    Navigating Employee Stock Purchase Plans
    Basepoint Wealth
    • Oct 8, 2021
    • 5 min
    Executive Compensation

    Navigating Employee Stock Purchase Plans

    Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.
    7 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
    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 | Importance of Discipline
    W. Allen Wallace
    • Mar 12, 2020
    • 6 min
    Market Commentary

    Commentary | Importance of Discipline

    Since we have not experienced a bear market in over 11 years, it is important to remember that volatility is a normal part of investing.
    25 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
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