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    How Gain/Loss Reporting Can Mislead
    W. Allen Wallace
    • Dec 30, 2021
    • 5 min
    Taxes

    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...
    29 views
    Asset Location: A Tax Lens on Retirement Investing
    Basepoint Wealth
    • Nov 13, 2021
    • 4 min
    Investments

    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
    Your Year-End Financial Planning Checklist
    Basepoint Wealth
    • Nov 11, 2021
    • 4 min
    Personal Finance

    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
    Commentary:  The Siren's Song
    W. Allen Wallace
    • Oct 12, 2021
    • 11 min
    Market Commentary

    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.
    202 views
    Navigating Employee Stock Purchase Plans
    Basepoint Wealth
    • Oct 8, 2021
    • 5 min
    Executive Compensation

    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.
    5 views
    Commentary: Time
    W. Allen Wallace
    • Sep 23, 2021
    • 18 min
    Market Commentary

    Commentary: Time

    How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
    24 views
    Converting High Income into Lasting Wealth
    Basepoint Wealth
    • May 17, 2021
    • 5 min
    Personal Finance

    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.
    1 view
    Commentary: Know what you hold
    W. Allen Wallace
    • May 4, 2021
    • 14 min
    Market Commentary

    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
    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
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