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Tariffs, Inflation, and Taxes: Where's the Balance?
Uncertainty may be the theme of the moment, but a well-balanced plan built with your Basepoint advisor will help you navigate and stay...
Basepoint Wealth
Mar 275 min read
33 views


Commentary: Granularity
In finance, there is a modern tendency to make investing decisions at a very coarse grain of granularity. At Basepoint, we believe that...
W. Allen Wallace
Sep 18, 202424 min read
55 views


September Market Commentary: The Finish Line or Starting Gate?
August recap and September Outlook As summer ends and September rolls along, attention is focused on the long-anticipated change in the...
Basepoint Wealth
Sep 17, 20244 min read
19 views


Market Update: Too Much Liquidity
Basepoint's Chief Investment Officer (CIO) W. Allen Wallace presents valuable insights on the real-life scenario playing out right now in...
W. Allen Wallace
Aug 6, 20248 min read
421 views

Jobs Report: January 2024
Basepoint's Chief Investment Officer (CIO) presents valuable insights into recent job numbers, adding depth to our recent discussion in...
W. Allen Wallace
Jan 16, 202412 min read
94 views

Basepoint Wealth Market Update
From the desk of Basepoint Wealth's CIO W. Allen Wallace, read about our current positioning, market outlook, and what barometers and...
W. Allen Wallace
Dec 20, 202310 min read
226 views


October Market Commentary: A New Era for the Economy Creates Uncertainty
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...
Basepoint Wealth
Oct 9, 20235 min read
46 views


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...
Basepoint Wealth
Feb 17, 20235 min read
15 views


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...
W. Allen Wallace
Jan 3, 20236 min read
80 views


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....
Basepoint Wealth
Dec 13, 20224 min read
12 views


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...
W. Allen Wallace
Oct 28, 20221 min read
106 views


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...
Basepoint Wealth
Jul 22, 20224 min read
72 views


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...
Basepoint Wealth
Jun 8, 20225 min read
29 views


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...
W. Allen Wallace
May 10, 20226 min read
416 views


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...
Basepoint Wealth
Apr 15, 20224 min read
109 views


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...
W. Allen Wallace
Mar 9, 20227 min read
302 views


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...
W. Allen Wallace
Feb 11, 202211 min read
238 views


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...
Basepoint Wealth
Jan 12, 20224 min read
49 views

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...
Basepoint Wealth
Jan 11, 20221 min read
114 views


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.
Basepoint Wealth
Dec 21, 20215 min read
399 views
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