How We Build a Portfolio: Our Investment Management Process | The Point Podcast Ep 25
What really goes into building an investment portfolio? Go behind the scenes with Basepoint Wealth as we explore the investment philosophy, research, and decisions that shape our approach to managing clients' wealth.
Building an investment portfolio involves much more than selecting stocks, bonds, or funds. Behind every investment decision is a process that considers financial goals, risk tolerance, asset allocation, market conditions, and ongoing portfolio evaluation.
In the Season 3 premiere of The Point Podcast, host Landis Wiley and Basepoint Wealth Chief Investment Officer Allen Wallace take listeners inside Basepoint's investment management process. Allen explains how the firm connects financial planning with investment strategy, beginning with an understanding of each client's individual goals and the level of risk appropriate to pursuing them.
The conversation explores why Basepoint doesn't rely exclusively on traditional 60/40 portfolio allocations, how the investment team evaluates asset classes and investment managers, and why monitoring, rebalancing, and performance evaluation are essential parts of the process.
Also in this episode:
Most Important Thing - Federal Reserve Interest Rates: Landis and Allen discuss the Fed's recent interest rate decision, the changing interest rate environment, and what those developments may mean for investors.
Digging Deeper - Inflation & Consumer Price Index: In the debut of this new segment, they explore how inflation is measured, the differences between headline and core CPI, and why declining inflation rates don't necessarily mean everyday prices are falling.
Episode 25 launches a refreshed Season 3 of The Point Podcast, recorded from Basepoint Wealth's new Cedar Rapids headquarters. With an updated format designed to explore financial topics in greater depth, Landis and Allen continue their conversations about investing, financial planning, and the economic forces shaping today's markets.
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We would enjoy hearing your feedback on the podcast and any topics or questions you would like us to discuss. Please feel free to email us here.
About the Basepoint Wealth Podcast:
Hosted by Landis Wiley and featuring insights from Chief Investment Officer Allen Wallace, the Basepoint Wealth Podcast explores timely financial topics with clarity and purpose. Through candid conversations and expert commentary, we help listeners cut through the noise and focus on what matters most in building a confident financial future. Basepoint Wealth is a fee-only fiduciary firm with offices in Cedar Rapids, Dubuque, and Davenport, Iowa. We offer transparent, personalized financial advice designed to align your wealth with your goals—because from here, you can go anywhere.
Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.
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