principles | Basepoint Wealth

Apr 1, 2021
17 min

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.

101 views

Webinar: March 16, 2020 Market Volatility

Basepoint Wealth

Mar 16, 2020
1 min

Webinars

Webinar: March 16, 2020 Market Volatility

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

11 views

Commentary | Our Strategy During Volatility

W. Allen Wallace

Feb 27, 2020
4 min

Market Commentary

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.

26 views

Principle 6: Appropriate use of diversification

W. Allen Wallace

Apr 5, 2019
8 min

Principles

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.

82 views

W. Allen Wallace

Dec 14, 2018
7 min

Principles

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.

69 views

W. Allen Wallace

May 3, 2018
5 min

Principles

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.

64 views

Principle 3: Define risk as the permanent loss of capital

W. Allen Wallace

Mar 23, 2018
6 min

Principles

Principle 3: Define risk as the permanent loss of capital

Risk: a four-letter word that many people avoid discussing in polite company.

137 views

Principle 2: Invest with a margin of safety

W. Allen Wallace

Jan 12, 2018
4 min

Principles

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.

102 views

Principle 1: Contrast Investment Versus Speculation

W. Allen Wallace

Oct 6, 2017
5 min

Principles

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.

174 views

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