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
- Nov 13, 2021
- 4 min
Asset Location: A Tax Lens on Retirement Investing
Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.
11 views
Basepoint Wealth
- Nov 11, 2021
- 4 min
Your Year-End Financial Planning Checklist
Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.
61 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.
204 views
Basepoint Wealth
- Oct 7, 2021
- 5 min
Navigating Employee Stock Purchase Plans
Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.
7 views
W. Allen Wallace
- Sep 22, 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?
26 views
Basepoint Wealth
- May 16, 2021
- 5 min
Converting High Income into Lasting Wealth
It’s become something of a reliable attention-getting headline that Millennials struggle to get ahead and create wealth. There's more to it.
2 views
W. Allen Wallace
- May 3, 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.
12 views
W. Allen Wallace
- Jun 7, 2020
- 16 min
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
W. Allen Wallace
- Apr 5, 2020
- 10 min
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