W. Allen WallaceOct 28, 20221 minMarket CommentaryWebinar Recap: Investment Update & Outlook - 28 October 2022Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...
Basepoint WealthOct 24, 20225 minEstateShould a Trust Be Part of Your Estate Plan?A trust allows you to be very specific about how, when, and to whom your assets are distributed. Several different types of trusts can be...
Basepoint WealthOct 5, 20225 minPersonal FinanceIs it Time to Hire a Financial Advisor? A Few Points to Consider. Building a trusting and value-add relationship with you is at the core of what we do. For most people, there's usually a point where...
W. Allen WallaceSep 29, 202214 minInsightsCommentary: Decision MakingMarket declines and recessions are a normal course of financial life and have been repeating on a sporadic basis since the beginning of...