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Basepoint Wealth
Oct 24, 20225 min read
Should a Trust Be Part of Your Estate Plan?
A trust allows you to be very specific about how, when, and to whom your assets are distributed. Several different types of trusts can be...
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Basepoint Wealth
Oct 5, 20225 min read
Is it Time to Hire a Financial Advisor? A Few Points to Consider.
Building a trusting and value-add relationship with you is at the core of what we do. For most people, there's usually a point where...
224 views
W. Allen Wallace
Sep 29, 202214 min read
Commentary: Decision Making
Market declines and recessions are a normal course of financial life and have been repeating on a sporadic basis since the beginning of...
249 views
Basepoint Wealth
Sep 20, 20224 min read
The Benefits of a Living Inheritance
The support of a trusted advisor, attorney, or CPA can help outline how you would like to execute your legacy for loved ones and causes...
163 views
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