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A New Home for Basepoint Wealth: Beginning August 24, 2026, our Cedar Rapids office
will be located at 4700 N River Blvd NE, Cedar Rapids, IA 52411. Directions to our new office
We look forward to serving you from our new location and appreciate your continued trust and support.
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The College Funding Toolkit for High-Earning Families
Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to put your own goals on hold while you shoulder the big-but-temporary new burden. A better strategy for paying for college while keeping your goals on track is to build the right short-list of colleges together with your child and maximize financial strategies.

Basepoint Wealth
Aug 56 min read


Basepoint Wealth Named to USA TODAY Best Financial Advisory Firms 2026 List
We are excited to announce that we have been recognized as one of the Best Financial Advisory Firms 2026. The list by Statista for USA TODAY resulted from the evaluation of RIA's throughout the United States to develop a list of the top 1,000 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. Basepoint Wealth, LLC, a leading fee-only registered investment advisor (RIA), is proud to announce its

Basepoint Wealth
Jun 13 min read


Private Credit Risks, Active EFT's & Why Investment Strategy Matters More Than Fund Type
Are cracks beginning to form in private credit markets — and does fund type really matter as much as investors think? In this episode of The Point Podcast, we explore private credit risks, active ETFs vs. mutual funds, and why a thoughtful investment strategy should always come before chasing trends. In this episode of The Point Podcast, Landis Wiley and Chief Investment Officer Allen Wallace take a closer look at growing concerns within private credit markets, including liqu

Basepoint Wealth
May 262 min read


Market Bearings with W. Allen Wallace, Chief Investment Officer
This month’s Market Bearings explores the growing tension between rising inflation, higher interest rates, and the impact of massive AI infrastructure spending on markets and asset prices. W. Allen Wallace breaks down what recent economic data may be signaling, why cash flow matters more than price fluctuations, and how Basepoint is positioning portfolios amid increasing uncertainty. "Inflation is the one form of taxation that can be imposed without legislation." -Milton Frie

W. Allen Wallace
May 229 min read
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