Podcast & Insights | Basepoint Wealth

Sep 91 min read

AI Revolution in Wealth Management: A View From Basepoint Wealth

In episode 6 we dive into the question, what role will Artificial Intelligence (AI) play in the financial industry and how will it affect...

11 views

Aug 134 min read

Gen Z Is Getting an Early Start on Financial Independence.

A recent survey from January 2024 found that Gen Z is starting earlier in retirement savings than any other generation, at age 22. This...

35 views

Aug 68 min read

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...

395 views

Jul 304 min read

Inherited IRA's: It's Complicated

With final rules now in place, a major point of uncertainty for inherited IRAs is now cleared up. Here is what you need to know. Several...

89 views