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W. Allen Wallace
Feb 24, 202319 min read
Commentary: Truth
Our principles and process are based on what we believe to be the most precise and accurate methods available to lead you to financial...
275 views
Basepoint Wealth
Feb 23, 20233 min read
Secure 2.0: Major Retirement Changes and More
What do the SECURE 2.0 Act changes to 401(k), Roth, RMD's and other retirement plan rules mean for you? From student loan repayments to...
33 views
Basepoint Wealth
Feb 17, 20235 min read
February Market Commentary: Powell's Not Done
A recap of January and a look ahead to early spring. The market adage is “as January goes, so goes the year.” Is it true? According to an...
14 views
Basepoint Wealth
Feb 2, 20234 min read
Avoiding the Big Retirement Risks
The key is to take a multi-year planning approach. The goal is to even out income streams to keep taxes as low as possible. Retirement is...
95 views
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