Basepoint WealthApr 8, 20214 minBusinessExecutive Compensation: Cash Balance PlansA Cash Balance Plan can help you create a flexible solution that can provide tax benefits and accelerate retirement savings for owners.
Broadridge Investor Communication SolutionsApr 5, 20215 minPersonal FinanceUnderstanding Your Credit ReportWith privacy breaches back in the headlines, a timely reminder about the value of periodically checking your credit record.
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 WallaceJan 28, 202114 minMarket CommentaryCommentary: Manias, Panics and CrashesFear 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.
Basepoint WealthJan 18, 20212 minPress ReleasesBasepoint Wealth Expands, Welcomes Veteran Advisor TeamBasepoint welcomes Kirk Sadilek, CFP and Kathy Walvoord! Most recently spending 22 years as an advisor at Principal.
W. Allen WallaceOct 22, 202016 minMarket CommentaryCommentary: 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.
Basepoint WealthJul 10, 20204 minInsuranceUnderstanding Life InsuranceA comprehensive risk management plan, developed with a fiduciary advisor, can help you identify when, what and how life insurance can play.
W. Allen WallaceJun 8, 202016 minMarket CommentaryCommentary: What is Money?Expecting securities representing claims on future income to act as stores of value in a system characterized by fluctuating interest ...
W. Allen WallaceApr 6, 202010 minMarket CommentaryCommentary: When the Markets Give Us LemonsWhile our fellow investors lament the state of the market, we will focus our time on maximizing wealth in the face of a market decline.
Basepoint WealthMar 16, 20201 minWebinarsWebinar: March 16, 2020 Market VolatilityReviewing our philosophy on investment management and the various techniques and strategies that our advisors are implementing.