Principle 7: Carefully consider costs
Our mission is to simplify things and make sure that whatever cost you incur provides some sort of return either financially, or mentally.
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Basepoint Wealth
- Mar 16, 2020
- 1 min
Webinar: March 16, 2020 Market Volatility
Reviewing our philosophy on investment management and the various techniques and strategies that our advisors are implementing.
7 views
W. Allen Wallace
- Feb 27, 2020
- 4 min
Commentary | Our Strategy During Volatility
Market fluctuations are uncomfortable. With this in mind, it may be instructive to review a few key components of our investment principles.
13 views
W. Allen Wallace
- Apr 5, 2019
- 8 min
Principle 6: Appropriate use of diversification
Discussing diversification in the long shadow of a moderating term like “carefully” may seem anathema to certain investment fanatics.
44 views
W. Allen Wallace
- Dec 14, 2018
- 7 min
Principle 5: Think long-term
By designing repeatable processes, controlling our emotions, and putting the wind of time to the back of our sails, we maximize potential.
35 views
W. Allen Wallace
- May 3, 2018
- 5 min
Principle 4: Carefully manage liquidity
Adequate liquidity is both an investment function and a financial planning function and is a key differentiator in how Basepoint works.
31 views
W. Allen Wallace
- Mar 23, 2018
- 6 min
Principle 3: Define risk as the permanent loss of capital
Risk: a four-letter word that many people avoid discussing in polite company.
66 views
W. Allen Wallace
- Jan 12, 2018
- 4 min
Principle 2: Invest with a margin of safety
We always attempt to purchase securities with a margin of safety, and we utilize fund managers who do the same.
56 views
W. Allen Wallace
- Oct 6, 2017
- 5 min
Principle 1: Contrast Investment Versus Speculation
In our estimation, avoiding mistakes is much more important to success than outguessing the competition regarding short-term price changes.
97 views
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