Podcast & Insights | Basepoint Wealth

Aug 18, 20214 min read

Donor Advised Funds: Tax Benefits, Growth and Control

A donor advised fund (DAF) is a savings vehicle that allows for charitable donations and tax benefits, all while the donor still has control

12 views

Aug 17, 20212 min read

Basepoint Wealth Crosses $500 Million in Assets Under Management

Basepoint Wealth is pleased to announce that the firm’s assets under management have surpassed $500 million.

15 views

Jul 6, 20213 min read

Basepoint Wealth Extending Reach with Des Moines Accounting Acquisition

Basepoint Wealth has acquired Des Moines-based Charter Accounting, PLC in a transaction completed June 30, 2021.

41 views

Jul 6, 20215 min read

Rising Inflation: Where Will It Go from Here?

Though all economists expect inflation numbers to rise in the near term, there are different views on the potential long-term effects.

5 views