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Join date: Oct 11, 2021
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May 14, 2025 ∙ 1 min
Budget vs Trade Deficit, Market Volatility & Private Equity in Retirement
In this episode of The Point, we kick off with "In the News" where we unpack the latest on tariffs and trade policy - and what they could...
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May 5, 2025 ∙ 4 min
Retirement Spending and Investing: 4% Rule or U Shaped Curve
Unsure whether the 4% Rule or a U-shaped spending curve fits your retirement goals? Let's talk strategy—our advisors can help tailor a...
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Mar 28, 2025 ∙ 1 min
Basepoint Wealth President Kate Wallace Named to 2025 Iowa 500 Most Influential Leaders
Kate Wallace serves as President and Managing Partner of Basepoint Wealth, LLC. Kate Wallace, Basepoint Wealth President We are proud to...
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