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    Executive Compensation: Cash Balance Plans
    Basepoint Wealth
    • Apr 8, 2021
    • 4 min
    Business

    Executive Compensation: Cash Balance Plans

    A Cash Balance Plan can help you create a flexible solution that can provide tax benefits and accelerate retirement savings for owners.
    4 views
    Understanding Your Credit Report
    Broadridge Investor Communication Solutions
    • Apr 5, 2021
    • 5 min
    Personal Finance

    Understanding Your Credit Report

    With privacy breaches back in the headlines, a timely reminder about the value of periodically checking your credit record.
    5 views
    Principle 7:  Carefully consider costs
    W. Allen Wallace
    • Apr 1, 2021
    • 17 min
    Principles

    Principle 7: Carefully consider costs

    Our mission is to simplify things and make sure that whatever cost you incur provides some sort of return either financially, or mentally.
    9 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
    Basepoint Wealth Expands, Welcomes Veteran Advisor Team
    Basepoint Wealth
    • Jan 18, 2021
    • 2 min
    Press Releases

    Basepoint Wealth Expands, Welcomes Veteran Advisor Team

    Basepoint welcomes Kirk Sadilek, CFP and Kathy Walvoord! Most recently spending 22 years as an advisor at Principal.
    1 view
    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.
    18 views
    Understanding Life Insurance
    Basepoint Wealth
    • Jul 10, 2020
    • 4 min
    Insurance

    Understanding Life Insurance

    A comprehensive risk management plan, developed with a fiduciary advisor, can help you identify when, what and how life insurance can play.
    3 views
    Commentary: What is Money?
    W. Allen Wallace
    • Jun 8, 2020
    • 16 min
    Market Commentary

    Commentary: What is Money?

    Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest ...
    19 views
    Commentary: When the Markets Give Us Lemons
    W. Allen Wallace
    • Apr 6, 2020
    • 10 min
    Market Commentary

    Commentary: When the Markets Give Us Lemons

    While our fellow investors lament the state of the market, we will focus our time on maximizing wealth in the face of a market decline.
    20 views
    Webinar: March 16, 2020 Market Volatility
    Basepoint Wealth
    • Mar 16, 2020
    • 1 min
    Webinars

    Webinar: March 16, 2020 Market Volatility

    Reviewing our philosophy on investment management and the various techniques and strategies that our advisors are implementing.
    2 views
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