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    Principle 7:  Carefully consider costs
    W. Allen Wallace
    • Apr 1, 2021
    • 17 min
    Principles

    Principle 7: Carefully consider costs

    Our mission is to simplify things and make sure that whatever cost you incur provides some sort of return either financially, or mentally.
    16 views
    Principle 6:  Appropriate use of diversification
    W. Allen Wallace
    • Apr 5, 2019
    • 8 min
    Principles

    Principle 6: Appropriate use of diversification

    Discussing diversification in the long shadow of a moderating term like “carefully” may seem anathema to certain investment fanatics.
    15 views
    Principle 5:  Think long-term
    W. Allen Wallace
    • Dec 14, 2018
    • 7 min
    Principles

    Principle 5: Think long-term

    By designing repeatable processes, controlling our emotions, and putting the wind of time to the back of our sails, we maximize potential.
    13 views
    Principle 4:  Carefully manage liquidity
    W. Allen Wallace
    • May 3, 2018
    • 5 min
    Principles

    Principle 4: Carefully manage liquidity

    Adequate liquidity is both an investment function and a financial planning function and is a key differentiator in how Basepoint works.
    7 views
    Principle 3:  Define risk as the permanent loss of capital
    W. Allen Wallace
    • Mar 23, 2018
    • 6 min
    Principles

    Principle 3: Define risk as the permanent loss of capital

    Risk: a four-letter word that many people avoid discussing in polite company.
    17 views
    Principle 2:  Invest with a margin of safety
    W. Allen Wallace
    • Jan 12, 2018
    • 4 min
    Principles

    Principle 2: Invest with a margin of safety

    We always attempt to purchase securities with a margin of safety, and we utilize fund managers who do the same.
    14 views
    Principle 1:  Contrast Investment Versus Speculation
    W. Allen Wallace
    • Oct 6, 2017
    • 5 min
    Principles

    Principle 1: Contrast Investment Versus Speculation

    In our estimation, avoiding mistakes is much more important to success than outguessing the competition regarding short-term price changes.
    35 views

    BASEPOINT WEALTH

    4144 Golf Street NE

    Cedar Rapids, IA 52402

    info@basepointwealth.com

    319-826-1898

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