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
May 2, 20224 min read
What's Driving the Recent Volatility? A Quick Glance
Keeping an eye on long-term portfolio goals while buckling down where needed and keeping debt under control can help balance your...
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Basepoint Wealth
Apr 15, 20224 min read
What is the Fed Up To? Rates, Inversions, and Quantitative Tightening
Over the last several years, the Fed's loose monetary policy has been fueling the stock market and charging up the housing boom. As...
107 views
Basepoint Wealth
Jan 25, 20224 min read
How We Are Different
Understanding the Fee-Only, Fiduciary Advisor Model
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Basepoint Wealth
Dec 29, 20214 min read
Organize Your 2022 Finance Picture Through A Fresh Lens
No matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...
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Basepoint Wealth
Dec 21, 20215 min read
What Does the Fed’s Hawkish Pivot on Inflation Mean?
The rapid shift in tone from the Federal Reserve on inflation, and its planned course of action in response to it, has been stark.
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Basepoint Wealth
Dec 17, 20214 min read
The Trade-Offs: Starting a Small Business
The past 18 months have seen an unprecedented and unpredicted spike in interest in starting small businesses.
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Basepoint Wealth
Dec 14, 20214 min read
Planning for 2022: The IRS Has Increased Several Key Deductions and Exemptions
Increases in deductions and exemptions are one of the few areas that inflation can help out investors – but you’ll need to plan ahead to tak
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Basepoint Wealth
Dec 13, 20215 min read
Should You Buy Your Castle, or Just Rent It?
The decision between renting and buying can be as simple as running the numbers and seeing which option is most cost-effective.
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Basepoint Wealth
Dec 6, 20215 min read
November Market Commentary: Well, That Was Going Well
November recap and December outlook.
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Basepoint Wealth
Nov 30, 20214 min read
Estate Planning for Digital Assets
While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.
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Basepoint Wealth
Nov 29, 20213 min read
An Upside of Inflation? Retirement Savings Limits Are Increasing Too
The IRS has increased the contribution limits for many retirement savings plans.
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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.
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Basepoint Wealth
Nov 21, 20217 min read
The Structure Matters: Choosing the Right One for Your Business
The choice of a corporate structure for a business has many consequences on taxes, ability to raise funds, paperwork, and liability.
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Basepoint Wealth
Nov 16, 20214 min read
Spousal IRA: A Strategy for Tax-Advantaged Saving
Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.
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Basepoint Wealth
Nov 13, 20214 min read
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.
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Basepoint Wealth
Nov 11, 20214 min read
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.
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Basepoint Wealth
Nov 10, 20214 min read
Disability Insurance: How to Protect Your Income
Whether you have your own business or work for an employer, protecting your income stream from an illness or injury that will prevent you...
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Basepoint Wealth
Oct 25, 20214 min read
Charitable Giving is Increasing – and Evolving
charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.
25 views
The Seven Group
Oct 14, 20216 min read
Safeguarding and Passing On Your Digital Assets
As crypto becomes a more significant part of the financial picture, it’s important to understand differences in the process for transfers.
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