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    International Women's Day: Celebrating Financial Milestones
    Basepoint Wealth
    • Mar 8
    • 4 min
    Personal Finance

    International Women's Day: Celebrating Financial Milestones

    Increased economic empowerment, career gains, and active participation in wealth decisions continue to shift the financial journey for women
    5 views
    How Gain/Loss Reporting Can Mislead
    W. Allen Wallace
    • Dec 30, 2021
    • 5 min
    Taxes

    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...
    52 views
    Organize Your 2022 Finance Picture Through A Fresh Lens
    Basepoint Wealth
    • Dec 29, 2021
    • 4 min
    Personal Finance

    Organize Your 2022 Finance Picture Through A Fresh Lens

    No matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...
    10 views
    The New Value of Advice: A Return to Traditional Roles
    Basepoint Wealth
    • Oct 11, 2021
    • 4 min
    Personal Finance

    The New Value of Advice: A Return to Traditional Roles

    In today’s complicated world, the total value that advisors can bring to the table is significant. Financial advice expands beyond products.
    10 views
    Navigating Employee Stock Purchase Plans
    Basepoint Wealth
    • Oct 8, 2021
    • 5 min
    Executive Compensation

    Navigating Employee Stock Purchase Plans

    Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.
    8 views
    Five Things to Know About Taxes in Retirement
    Basepoint Wealth
    • Sep 27, 2021
    • 6 min
    Taxes

    Five Things to Know About Taxes in Retirement

    Many retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. This isn’t always the case.
    13 views
    Hostage Data: Ransomware and Protecting Your Digital Information
    Broadridge Investor Communication Solutions
    • Jul 6, 2021
    • 5 min
    Personal Finance

    Hostage Data: Ransomware and Protecting Your Digital Information

    Here are some tips to help make your data more secure.
    4 views
    Understanding Life Insurance
    Basepoint Wealth
    • Jul 10, 2020
    • 4 min
    Insurance

    Understanding Life Insurance

    A comprehensive risk management plan, developed with a fiduciary advisor, can help you identify when, what and how life insurance can play.
    4 views

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