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, 2021
- 5 min
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.
114 views
Basepoint Wealth
- Dec 6, 2021
- 5 min
November Market Commentary: Well, That Was Going Well
November recap and December outlook.
28 views
Basepoint Wealth
- Nov 23, 2021
- 5 min
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, 2021
- 5 min
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...
36 views
W. Allen Wallace
- Oct 12, 2021
- 11 min
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.
205 views
Basepoint Wealth
- Oct 4, 2021
- 4 min
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.
4 views
W. Allen Wallace
- Sep 23, 2021
- 18 min
Commentary: Time
How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
27 views
Broadridge Investor Communication Solutions
- Jul 7, 2021
- 5 min
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.
2 views
W. Allen Wallace
- May 4, 2021
- 14 min
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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