Are markets getting ahead of themselves? From AI valuations and rising capital demands to inflation, interest rates, and portfolio positioning, CIO Allen Wallace shares what he’s watching, and why thoughtful decision-making matters in an uncertain market. What should investors be paying attention to as we move through 2026? In the latest edition of Market Compass, Basepoint Wealth Chief Investment Officer Allen Wallace takes a closer look at several forces shaping today’s investment...

Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to put your own goals on hold while you shoulder the big-but-temporary new burden. A better strategy for paying for college while keeping your goals on track is to build the right short-list of colleges together with your child and maximize financial strategies.

We are excited to announce that we have been recognized as one of the Best Financial Advisory Firms 2026. The list by Statista for USA TODAY resulted from the evaluation of RIA's throughout the United States to develop a list of the top 1,000 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. Basepoint Wealth, LLC, a leading fee-only registered investment advisor (RIA), is proud to announce its inclusion in the...