AI Revolution in Wealth Management: A View From Basepoint Wealth
In episode 6 we dive into the question, what role will Artificial Intelligence (AI) play in the financial industry and how will it affect...
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Basepoint Wealth
Aug 134 min read
Gen Z Is Getting an Early Start on Financial Independence.
A recent survey from January 2024 found that Gen Z is starting earlier in retirement savings than any other generation, at age 22. This...
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W. Allen Wallace
Aug 68 min read
Market Update: Too Much Liquidity
Basepoint's Chief Investment Officer (CIO) W. Allen Wallace presents valuable insights on the real-life scenario playing out right now in...
386 views
Basepoint Wealth
Jul 304 min read
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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