February Market Commentary: Powell's Not Done
A recap of January and a look ahead to early spring. The market adage is “as January goes, so goes the year.” Is it true? According to an...
top of page
Search
W. Allen Wallace
- Jan 3
- 6 min
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...
65 views
Basepoint Wealth
- Dec 13, 2022
- 4 min
December Market Commentary: The Predictive Limits of Data
November Recap and December Outlook We're on the home stretch of a year in which "unprecedented" doesn't even begin to capture it....
9 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...
101 views
Basepoint Wealth
- Jul 22, 2022
- 4 min
Inflation, the Fed, and Recession. It's Not Linear.
Will the Fed increase rates more, and are we in or headed for a recession? Several factors play a part in addition to rates. The June CPI...
71 views
Basepoint Wealth
- Jun 17, 2022
- 5 min
What Just Happened? The Fed Increases Velocity and Accepts Reality
It will be important to focus on long-term goals and remember that even if a recession results, the economy's overall strength is likely...
80 views
Basepoint Wealth
- Jun 8, 2022
- 5 min
June Commentary: May Recap and a Look Ahead
The Fed has found the courage to increase interest rates drastically, inflation is still ambushing the economy, and now the stock market...
28 views
Basepoint Wealth
- Apr 15, 2022
- 4 min
What is the Fed Up To? Rates, Inversions, and Quantitative Tightening
Over the last several years, the Fed's loose monetary policy has been fueling the stock market and charging up the housing boom. As...
93 views
W. Allen Wallace
- Mar 9, 2022
- 7 min
Commentary: Are We There Yet?
Market swings may feel like adequate reason to scrap everything and start over. We are monitoring your goals first and foremost and...
295 views
Basepoint Wealth
- Jan 12, 2022
- 4 min
December Market Commentary: In at the finish
December Recap and January Outlook After October’s employment number (released in November) far exceeded expectations, there was some...
47 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...
109 views
Basepoint Wealth
- Dec 6, 2021
- 5 min
November Market Commentary: Well, That Was Going Well
November recap and December outlook.
34 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.
75 views
W. Allen Wallace
- Oct 12, 2021
- 11 min
Commentary: The Siren's Song
There is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.
314 views
Basepoint Wealth
- Oct 4, 2021
- 4 min
September Market Summary: Hostage to Headlines?
The equity markets started with their accustomed panache and then quickly succumbed to the reputation of the September Scaries.
8 views
W. Allen Wallace
- Sep 23, 2021
- 18 min
Commentary: Time
How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
54 views
Broadridge Investor Communication Solutions
- Jul 7, 2021
- 5 min
Rising Inflation: Where Will It Go from Here?
Though all economists expect inflation numbers to rise in the near term, there are different views on the potential long-term effects.
3 views
W. Allen Wallace
- May 4, 2021
- 14 min
Commentary: Know what you hold
The idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.
47 views
W. Allen Wallace
- Oct 22, 2020
- 16 min
Commentary: What's Wrong with Average?
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.
69 views
W. Allen Wallace
- Jun 8, 2020
- 16 min
Commentary: What is Money?
Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest ...
28 views
bottom of page