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...
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Basepoint Wealth
- Jul 22, 2022
- 5 min
Inherited 401(K) Guide: What You Should Keep in Mind For Your Beneficiaries
A Basepoint Wealth advisor can help guide and consult on how your future 401(K) funds will benefit your beneficiaries the best. Most...
51 views
Basepoint Wealth
- May 19, 2022
- 4 min
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....
12 views
Basepoint Wealth
- Mar 14, 2022
- 4 min
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...
34 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...
194 views
Basepoint Wealth
- Feb 10, 2022
- 4 min
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...
40 views
Basepoint Wealth
- Jan 11, 2022
- 1 min
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...
108 views
Basepoint Wealth
- Nov 23, 2021
- 5 min
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.
73 views
Basepoint Wealth
- Nov 16, 2021
- 4 min
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.
7 views
Basepoint Wealth
- Nov 13, 2021
- 4 min
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.
13 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.
272 views
Basepoint Wealth
- Oct 7, 2021
- 5 min
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.
10 views
W. Allen Wallace
- Sep 22, 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?
43 views
W. Allen Wallace
- May 3, 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.
37 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.
63 views
W. Allen Wallace
- Oct 21, 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.
53 views
W. Allen Wallace
- Jun 7, 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 ...
23 views
W. Allen Wallace
- Apr 5, 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.
25 views
Basepoint Wealth
- Mar 15, 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.
7 views
W. Allen Wallace
- Mar 11, 2020
- 6 min
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.
29 views
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