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    How Gain/Loss Reporting Can Mislead
    W. Allen Wallace
    • Dec 30, 2021
    • 5 min
    Taxes

    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...
    30 views
    Managing Investments Means Managing Your Emotions
    Basepoint Wealth
    • Nov 23, 2021
    • 5 min
    Investments

    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.
    60 views
    Spousal IRA: A Strategy for Tax-Advantaged Saving
    Basepoint Wealth
    • Nov 16, 2021
    • 4 min
    Taxes

    Spousal IRA: A Strategy for Tax-Advantaged Saving

    Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.
    4 views
    Asset Location: A Tax Lens on Retirement Investing
    Basepoint Wealth
    • Nov 13, 2021
    • 4 min
    Investments

    Asset Location: A Tax Lens on Retirement Investing

    Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.
    11 views
    Commentary:  The Siren's Song
    W. Allen Wallace
    • Oct 12, 2021
    • 11 min
    Market Commentary

    Commentary: The Siren's Song

    There is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.
    202 views
    Navigating Employee Stock Purchase Plans
    Basepoint Wealth
    • Oct 8, 2021
    • 5 min
    Executive Compensation

    Navigating Employee Stock Purchase Plans

    Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.
    5 views
    Commentary: Time
    W. Allen Wallace
    • Sep 23, 2021
    • 18 min
    Market Commentary

    Commentary: Time

    How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
    24 views
    Commentary: Know what you hold
    W. Allen Wallace
    • May 4, 2021
    • 14 min
    Market Commentary

    Commentary: Know what you hold

    The idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.
    12 views
    Commentary: Manias, Panics and Crashes
    W. Allen Wallace
    • Jan 28, 2021
    • 14 min
    Market Commentary

    Commentary: Manias, Panics and Crashes

    Fear of missing out is the most dangerous emotion in investing. But if history is any guide, and usually it is, this time isn't different.
    7 views
    Commentary: What's Wrong with Average?
    W. Allen Wallace
    • Oct 22, 2020
    • 16 min
    Market Commentary

    Commentary: What's Wrong with Average?

    Our goal is to make decisions that are calculated and mathematical when it is useful, and to interject common sense when math won't do.
    19 views
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