W. Allen WallaceApr 1, 202117 minPrinciplesPrinciple 7: Carefully consider costsOur mission is to simplify things and make sure that whatever cost you incur provides some sort of return either financially, or mentally.
W. Allen WallaceApr 5, 20198 minPrinciplesPrinciple 6: Appropriate use of diversificationDiscussing diversification in the long shadow of a moderating term like “carefully” may seem anathema to certain investment fanatics.
W. Allen WallaceDec 14, 20187 minPrinciplesPrinciple 5: Think long-termBy designing repeatable processes, controlling our emotions, and putting the wind of time to the back of our sails, we maximize potential.
W. Allen WallaceMay 3, 20185 minPrinciplesPrinciple 4: Carefully manage liquidityAdequate liquidity is both an investment function and a financial planning function and is a key differentiator in how Basepoint works.