Inherited IRA's: It's Complicated
With final rules now in place, a major point of uncertainty for inherited IRAs is now cleared up. Here is what you need to know. Several...
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Basepoint Wealth
May 284 min read
Required Minimum Distribution Rules Are Updated for 2024
Our highly qualified Basepoint Wealth advisory team will expertly guide you and craft your long-term plan to maximize results. Similar to...
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Basepoint Wealth
Apr 25 min read
Real Estate Investing: What is a 1031 Exchange into a DST?
A 1031 exchange, also known as a like-kind exchange, is a powerful tax-deferment strategy popular with experienced real estate investors....
30 views
Basepoint Wealth
Apr 24 min read
Women and the Changing Financial Landscape
Women are independently accruing wealth and stand to inherit a significant portion of the $30 trillion wealth transfer in the near...
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Basepoint Wealth
Aug 9, 20234 min read
Understanding Alternative Assets
Offering other investment choices from stocks, bonds, and cash, today's alternatives are more accessible to investors. Understanding...
81 views
W. Allen Wallace
May 16, 202316 min read
Bonds: Know What You Own
Focusing on interest rate risk and credit risk, we will describe how we utilize current rates, yields, and spreads to build a bond...
376 views
Basepoint Wealth
Apr 10, 20234 min read
Women Investors Seek Goals, Not Just Gains
A 2023 study by Fidelity indicates over 80% of teenage girls would like more hands-on ways to learn about personal finance and investing....
266 views
W. Allen Wallace
Jan 3, 20236 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...
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Basepoint Wealth
Jul 22, 20225 min read
Inherited 401(K) Guide: What You Should Keep in Mind For Your Beneficiaries
A Basepoint Wealth advisor can help guide and consult on how your future 401(K) funds will benefit your beneficiaries the best. Most...
57 views
Basepoint Wealth
May 19, 20224 min read
Changing Jobs: What Happens To Your 401(k)?
Thinking through your 401(k) rollover strategy should be part of the financial housekeeping you do when you join a new company....
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Basepoint Wealth
Mar 14, 20224 min read
Creating Flexible Income in Retirement: Roth Conversions
A Roth IRA conversion can be a very powerful tool for your retirement, potentially saving you considerable money in taxes over the long...
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W. Allen Wallace
Feb 11, 202211 min read
Commentary: Portfolio Construction
A look under the hood at our philosophy for portfolio construction, and an analysis of recent asset exposure decisions. “A good portfolio...
235 views
Basepoint Wealth
Feb 10, 20224 min read
You've Maximized Your 401(K). Should You Invest After-Tax In An IRA?
As tax season approaches, thinking through all the available options open to you is just smart money. If you have contributed the maximum...
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Basepoint Wealth
Jan 11, 20221 min read
Webinar: Investment Outlook & Update - 11 Jan 2022
Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...
113 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.
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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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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.
352 views
Basepoint Wealth
Oct 7, 20215 min read
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.
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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?
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