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...
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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.
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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 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
Basepoint Wealth
Nov 4, 20215 min read
October 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...
38 views
W. Allen Wallace
Oct 12, 202111 min read
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.
206 views
Basepoint Wealth
Oct 3, 20214 min read
September Market Summary: Hostage to Headlines?
The equity markets started with their accustomed panache and then quickly succumbed to the reputation of the September Scaries.
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W. Allen Wallace
Sep 22, 202118 min read
Commentary: Time
How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
34 views
Broadridge Investor Communication Solutions
Jul 6, 20215 min read
Rising 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.
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W. Allen Wallace
May 3, 202114 min read
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.
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