Commodities In Your Portfolio: How & Why
Join us on episode five as we explore the question, should commodities make up a portion of your investment portfolio? If so, what kind...
top of page
Search
Basepoint Wealth
- May 15
- 1 min
The Point Podcast: Fed Hikes & Market Impacts: Banks to Equities
Join us for episode four of the Point Podcast. Interest rates always seem to be in the news. Our listener question on this episode...
11 views
Basepoint Wealth
- Apr 2
- 1 min
The Point Podcast: Decrypting Digital Assets: Financial Game Changer?
Join us for episode three of The Point Podcast. Our goal is simple, we want to invite you into conversations we have as a wealth...
27 views
Basepoint Wealth
- Apr 2
- 5 min
Real Estate Investing: What is a 1031 Exchange into a DST?
A 1031 exchange, also known as a like-kind exchange, is a powerful tax-deferment strategy popular with experienced real estate investors....
25 views
Basepoint Wealth
- Feb 23
- 4 min
Managing Your Tax Risk With Diversification and Timing
It is common to have taxes on your mind this time of year. They play an important role in your overall financial plan. Our clients are...
32 views
Basepoint Wealth
- Oct 13, 2023
- 5 min
Should You Max Out Your 401(k) Contributions?
While maximizing your 401(k) contributions is important, it's equally crucial to align your financial goals, lifestyle, and investment...
51 views
Basepoint Wealth
- Aug 9, 2023
- 4 min
Understanding Alternative Assets
Offering other investment choices from stocks, bonds, and cash, today's alternatives are more accessible to investors. Understanding...
80 views
W. Allen Wallace
- May 16, 2023
- 16 min
Bonds: Know What You Own
Focusing on interest rate risk and credit risk, we will describe how we utilize current rates, yields, and spreads to build a bond...
267 views
Basepoint Wealth
- Apr 10, 2023
- 4 min
Women Investors Seek Goals, Not Just Gains
A 2023 study by Fidelity indicates over 80% of teenage girls would like more hands-on ways to learn about personal finance and investing....
266 views
W. Allen Wallace
- Oct 28, 2022
- 1 min
Webinar Recap: Investment Update & Outlook - 28 October 2022
Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...
106 views
Basepoint Wealth
- Jul 22, 2022
- 5 min
Inherited 401(K) Guide: What You Should Keep in Mind For Your Beneficiaries
A Basepoint Wealth advisor can help guide and consult on how your future 401(K) funds will benefit your beneficiaries the best. Most...
57 views
Basepoint Wealth
- Mar 14, 2022
- 4 min
Creating Flexible Income in Retirement: Roth Conversions
A Roth IRA conversion can be a very powerful tool for your retirement, potentially saving you considerable money in taxes over the long...
40 views
Basepoint Wealth
- Feb 10, 2022
- 4 min
You've Maximized Your 401(K). Should You Invest After-Tax In An IRA?
As tax season approaches, thinking through all the available options open to you is just smart money. If you have contributed the maximum...
43 views
Basepoint Wealth
- Jan 11, 2022
- 1 min
Webinar: Investment Outlook & Update - 11 Jan 2022
Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...
113 views
Basepoint Wealth
- Dec 6, 2021
- 5 min
November Market Commentary: Well, That Was Going Well
November recap and December outlook.
37 views
Basepoint Wealth
- Nov 23, 2021
- 5 min
Managing Investments Means Managing Your Emotions
Managing uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.
77 views
Basepoint Wealth
- Nov 13, 2021
- 4 min
Asset Location: A Tax Lens on Retirement Investing
Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.
17 views
bottom of page