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W. Allen Wallace
Dec 30, 20215 min read
How Gain/Loss Reporting Can Mislead
A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
52 views


Basepoint Wealth
Dec 29, 20214 min read
Organize Your 2022 Finance Picture Through A Fresh Lens
No matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...
10 views


Basepoint Wealth
Dec 21, 20215 min read
What Does the Fed’s Hawkish Pivot on Inflation Mean?
The rapid shift in tone from the Federal Reserve on inflation, and its planned course of action in response to it, has been stark.
125 views


Basepoint Wealth
Dec 17, 20214 min read
The Trade-Offs: Starting a Small Business
The past 18 months have seen an unprecedented and unpredicted spike in interest in starting small businesses.
7 views


Basepoint Wealth
Dec 14, 20214 min read
Planning for 2022: The IRS Has Increased Several Key Deductions and Exemptions
Increases in deductions and exemptions are one of the few areas that inflation can help out investors – but you’ll need to plan ahead to tak
15 views


Basepoint Wealth
Dec 13, 20215 min read
Should You Buy Your Castle, or Just Rent It?
The decision between renting and buying can be as simple as running the numbers and seeing which option is most cost-effective.
15 views


Basepoint Wealth
Dec 6, 20215 min read
November Market Commentary: Well, That Was Going Well
November recap and December outlook.
29 views


Basepoint Wealth
Nov 30, 20214 min read
Estate Planning for Digital Assets
While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.
10 views


Basepoint Wealth
Nov 29, 20213 min read
An Upside of Inflation? Retirement Savings Limits Are Increasing Too
The IRS has increased the contribution limits for many retirement savings plans.
60 views


Basepoint Wealth
Nov 23, 20215 min read
Managing Investments Means Managing Your Emotions
Managing uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.
62 views
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