With final rules now in place, a major point of uncertainty for inherited IRAs is now cleared up. Here is what you need to know. Several...

Our highly qualified Basepoint Wealth advisory team will expertly guide you and craft your long-term plan to maximize results. Similar to...

A 1031 exchange, also known as a like-kind exchange, is a powerful tax-deferment strategy popular with experienced real estate investors....

Women are independently accruing wealth and stand to inherit a significant portion of the $30 trillion wealth transfer in the near...

Offering other investment choices from stocks, bonds, and cash, today's alternatives are more accessible to investors. Understanding...

Focusing on interest rate risk and credit risk, we will describe how we utilize current rates, yields, and spreads to build a bond...

A 2023 study by Fidelity indicates over 80% of teenage girls would like more hands-on ways to learn about personal finance and investing....

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...

A Basepoint Wealth advisor can help guide and consult on how your future 401(K) funds will benefit your beneficiaries the best. Most...

Thinking through your 401(k) rollover strategy should be part of the financial housekeeping you do when you join a new company....

A Roth IRA conversion can be a very powerful tool for your retirement, potentially saving you considerable money in taxes over the long...

A look under the hood at our philosophy for portfolio construction, and an analysis of recent asset exposure decisions. “A good portfolio...

As tax season approaches, thinking through all the available options open to you is just smart money. If you have contributed the maximum...

Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...

Managing uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.

Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.

Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.

There is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.

Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.

How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?