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 WealthNov 13, 20214 minInvestmentsAsset 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.
Basepoint WealthNov 11, 20214 minPersonal FinanceYour Year-End Financial Planning ChecklistBefore the holiday season gears up, there are some things you should check off your list so you can keep more of what you make.
W. Allen WallaceOct 12, 202111 minMarket CommentaryCommentary: The Siren's SongThere is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.
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.
W. Allen WallaceSep 23, 202118 minMarket CommentaryCommentary: TimeHow does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
Basepoint WealthMay 17, 20215 minPersonal FinanceConverting High Income into Lasting WealthIt’s become something of a reliable attention-getting headline that Millennials struggle to get ahead and create wealth. There's more to it.
W. Allen WallaceMay 4, 202114 minMarket CommentaryCommentary: Know what you holdThe idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.
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.