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 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 6, 20215 minMarket CommentaryNovember Market Commentary: Well, That Was Going WellNovember recap and December outlook.
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.
Basepoint WealthNov 4, 20215 minMarket CommentaryOctober Market Summary: The Most Volatile Month? October recap and November outlook. October Recap and November Outlook October is usually considered one of the more volatile months – a...
W. Allen WallaceOct 12, 202111 minMarket CommentaryCommentary: The Siren's SongThere is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.
Basepoint WealthOct 4, 20214 minMarket CommentarySeptember Market Summary: Hostage to Headlines?The equity markets started with their accustomed panache and then quickly succumbed to the reputation of the September Scaries.
W. Allen WallaceSep 23, 202118 minMarket CommentaryCommentary: TimeHow does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
Broadridge Investor Communication SolutionsJul 7, 20215 minMarket CommentaryRising Inflation: Where Will It Go from Here?Though all economists expect inflation numbers to rise in the near term, there are different views on the potential long-term effects.
W. Allen WallaceMay 4, 202114 minMarket CommentaryCommentary: Know what you holdThe idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.