W. Allen WallaceDec 30, 20215 minTaxesHow Gain/Loss Reporting Can MisleadA note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
Basepoint WealthDec 29, 20214 minPersonal FinanceOrganize Your 2022 Finance Picture Through A Fresh LensNo matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...
Basepoint WealthDec 21, 20215 minMarket CommentaryWhat 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.
Basepoint WealthDec 17, 20214 minPersonal FinanceThe Trade-Offs: Starting a Small BusinessThe past 18 months have seen an unprecedented and unpredicted spike in interest in starting small businesses.
Basepoint WealthDec 14, 20214 minTaxesPlanning for 2022: The IRS Has Increased Several Key Deductions and ExemptionsIncreases 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
Basepoint WealthDec 13, 20215 minDebt ManagementShould 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.
Basepoint WealthDec 6, 20215 minMarket CommentaryNovember Market Commentary: Well, That Was Going WellNovember recap and December outlook.
Basepoint WealthNov 30, 20214 minEstateEstate Planning for Digital AssetsWhile protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.
Basepoint WealthNov 29, 20213 minPersonal FinanceAn Upside of Inflation? Retirement Savings Limits Are Increasing TooThe IRS has increased the contribution limits for many retirement savings plans.
Basepoint WealthNov 23, 20215 minInvestmentsManaging Investments Means Managing Your EmotionsManaging uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.