February Market Commentary: Powell's Not Done
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...
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W. Allen Wallace
- Jan 3
- 6 min
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
- Dec 13, 2022
- 4 min
December Market Commentary: The Predictive Limits of Data
November Recap and December Outlook We're on the home stretch of a year in which "unprecedented" doesn't even begin to capture it....
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W. Allen Wallace
- Oct 28, 2022
- 1 min
Webinar Recap: Investment Update & Outlook - 28 October 2022
Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...
97 views
Basepoint Wealth
- Jul 22, 2022
- 4 min
Inflation, the Fed, and Recession. It's Not Linear.
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...
71 views
Basepoint Wealth
- Jun 8, 2022
- 5 min
June Commentary: May Recap and a Look Ahead
The Fed has found the courage to increase interest rates drastically, inflation is still ambushing the economy, and now the stock market...
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W. Allen Wallace
- May 10, 2022
- 6 min
Commentary: The Rabbit Hole
As market conditions continue to evolve, we will carefully and diligently monitor your portfolio to be certain that all of our principles...
381 views
Basepoint Wealth
- Apr 15, 2022
- 4 min
What is the Fed Up To? Rates, Inversions, and Quantitative Tightening
Over the last several years, the Fed's loose monetary policy has been fueling the stock market and charging up the housing boom. As...
93 views
W. Allen Wallace
- Mar 9, 2022
- 7 min
Commentary: Are We There Yet?
Market swings may feel like adequate reason to scrap everything and start over. We are monitoring your goals first and foremost and...
290 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...
201 views
Basepoint Wealth
- Jan 12, 2022
- 4 min
December Market Commentary: In at the finish
December Recap and January Outlook After October’s employment number (released in November) far exceeded expectations, there was some...
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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...
109 views
Basepoint Wealth
- Dec 21, 2021
- 5 min
What Does the Fed’s Hawkish Pivot on Inflation Mean?
The rapid shift in tone from the Federal Reserve on inflation, and its planned course of action in response to it, has been stark.
283 views
Basepoint Wealth
- Dec 6, 2021
- 5 min
November Market Commentary: Well, That Was Going Well
November recap and December outlook.
34 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.
75 views
Basepoint Wealth
- Nov 4, 2021
- 5 min
October Market Summary: The Most Volatile Month?
October recap and November outlook. October Recap and November Outlook October is usually considered one of the more volatile months – a...
44 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.
301 views
Basepoint Wealth
- Oct 4, 2021
- 4 min
September Market Summary: Hostage to Headlines?
The equity markets started with their accustomed panache and then quickly succumbed to the reputation of the September Scaries.
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W. Allen Wallace
- Sep 23, 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?
45 views
Broadridge Investor Communication Solutions
- Jul 7, 2021
- 5 min
Rising Inflation: Where Will It Go from Here?
Though all economists expect inflation numbers to rise in the near term, there are different views on the potential long-term effects.
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