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Basepoint Tax & Accounting
Oct 13, 20234 min read
The Roth Only Catch Up Contribution Rule Will Get Time to Catch Up
Over 50 and thinking about making catch-up contributions to your Roth account? You may want to consider doing this now before a new...
8 views


W. Allen Wallace
Dec 30, 20215 min read
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...
52 views


Basepoint Wealth
Dec 6, 20215 min read
November Market Commentary: Well, That Was Going Well
November recap and December outlook.
29 views


Basepoint Wealth
Nov 23, 20215 min read
Managing Investments Means Managing Your Emotions
Managing uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.
62 views


W. Allen Wallace
Oct 12, 202111 min read
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.
206 views


Basepoint Wealth
Oct 3, 20214 min read
September Market Summary: Hostage to Headlines?
The equity markets started with their accustomed panache and then quickly succumbed to the reputation of the September Scaries.
5 views


W. Allen Wallace
Sep 22, 202118 min read
Commentary: Time
How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
34 views


Broadridge Investor Communication Solutions
Jul 6, 20215 min read
Rising Inflation: Where Will It Go from Here?
Though all economists expect inflation numbers to rise in the near term, there are different views on the potential long-term effects.
3 views


W. Allen Wallace
May 3, 202114 min read
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.
14 views


W. Allen Wallace
Oct 21, 202016 min read
Commentary: 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.
23 views
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