W. Allen WallaceDec 30, 20215 minTaxesHow Gain/Loss Reporting Can MisleadA note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
Basepoint WealthDec 29, 20214 minPersonal FinanceOrganize Your 2022 Finance Picture Through A Fresh LensNo matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...
Basepoint WealthOct 11, 20214 minPersonal FinanceThe New Value of Advice: A Return to Traditional RolesIn today’s complicated world, the total value that advisors can bring to the table is significant. Financial advice expands beyond products.
Basepoint WealthOct 8, 20215 minExecutive CompensationNavigating Employee Stock Purchase PlansInvesting in the company you work for can be part of a solid equity allocation. We break down what you need to know.
Basepoint WealthSep 27, 20216 minTaxesFive Things to Know About Taxes in RetirementMany retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. This isn’t always the case.
Broadridge Investor Communication SolutionsJul 6, 20215 minPersonal FinanceHostage Data: Ransomware and Protecting Your Digital InformationHere are some tips to help make your data more secure.
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.