The data may shift, but the fundamentals of sound financial planning remain your best compass. June 2025: What does the data say? May was...

In finance, there is a modern tendency to make investing decisions at a very coarse grain of granularity. At Basepoint, we believe that...

Basepoint's Chief Investment Officer (CIO) W. Allen Wallace presents valuable insights on the real-life scenario playing out right now in...

Focusing on interest rate risk and credit risk, we will describe how we utilize current rates, yields, and spreads to build a bond...

Our principles and process are based on what we believe to be the most precise and accurate methods available to lead you to financial...

Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...

Market declines and recessions are a normal course of financial life and have been repeating on a sporadic basis since the beginning of...

As market conditions continue to evolve, we will carefully and diligently monitor your portfolio to be certain that all of our principles...

December Recap and January Outlook After October’s employment number (released in November) far exceeded expectations, there was some...

There is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.

How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?

The idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.

Our mission is to simplify things and make sure that whatever cost you incur provides some sort of return either financially, or mentally.

Fear of missing out is the most dangerous emotion in investing. But if history is any guide, and usually it is, this time isn't different.

Our goal is to make decisions that are calculated and mathematical when it is useful, and to interject common sense when math won't do.

Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest ...

While our fellow investors lament the state of the market, we will focus our time on maximizing wealth in the face of a market decline.

Reviewing our philosophy on investment management and the various techniques and strategies that our advisors are implementing.

When red flashes on the screen, our perspective is that every decision we make must be based on facts and experience, not urgency.

Market fluctuations are uncomfortable. With this in mind, it may be instructive to review a few key components of our investment principles.