Periods like this can feel uneasy, especially when markets appear calm on the surface. Our role is to look beneath that surface and position your portfolio accordingly—so you can stay focused on your long-term goals. “I’d rather be vaguely right than precisely wrong.” -John Maynard Keynes   “…one ought to hold all one’s beliefs with a certain element of doubt, and one ought to be able to act vigorously in spite of the doubt.” -Bertrand Russell   Mil

What do today’s market signals—on inflation, recession risk, and the U.S. dollar—mean for your investment strategy? This 5-minute read from Basepoint's Chief Investment Officer explains how today’s headlines may impact your portfolio. “May you live in interesting times.” While the above quote is often mistakenly referred to as “The Chinese Curse”, the sentiment remains the same. Interesting times can be hard times. Unexpected things happen, things change quickly, and chaos k

If you weren’t able to join us live, the replay of our 2025 Investment Update & Outlook webinar is now available. We cover a recap of the past year, current market dynamics, and what’s top of mind for our investment team as we look ahead. Basepoint Wealth hosted our Investment Update & Outlook webinar on January 20, 2026, sharing perspective on what truly drove market returns in 2025, how portfolios performed beyond the headlines, and how we’re positioning investments as we m

Uncertainty may be the theme of the moment, but a well-balanced plan built with your Basepoint advisor will help you navigate and stay...

In finance, there is a modern tendency to make investing decisions at a very coarse grain of granularity. At Basepoint, we believe that...

August recap and September Outlook As summer ends and September rolls along, attention is focused on the long-anticipated change in the...

Basepoint's Chief Investment Officer (CIO) W. Allen Wallace presents valuable insights on the real-life scenario playing out right now in...

Basepoint's Chief Investment Officer (CIO) presents valuable insights into recent job numbers, adding depth to our recent discussion in...

From the desk of Basepoint Wealth's CIO W. Allen Wallace, read about our current positioning, market outlook, and what barometers and...

September Recap and October Outlook The outcome of the Fed's meeting in September was to hold rates at the current level. It has been...

A recap of January and a look ahead to early spring. The market adage is “as January goes, so goes the year.” Is it true? According to an...

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...

November Recap and December Outlook We're on the home stretch of a year in which "unprecedented" doesn't even begin to capture it....

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

Will the Fed increase rates more, and are we in or headed for a recession? Several factors play a part in addition to rates. The June CPI...

The Fed has found the courage to increase interest rates drastically, inflation is still ambushing the economy, and now the stock market...

As market conditions continue to evolve, we will carefully and diligently monitor your portfolio to be certain that all of our principles...

Over the last several years, the Fed's loose monetary policy has been fueling the stock market and charging up the housing boom. As...

Market swings may feel like adequate reason to scrap everything and start over. We are monitoring your goals first and foremost and...

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