Basepoint WealthApr 24 min readPersonal FinanceWomen and the Changing Financial LandscapeWomen are independently accruing wealth and stand to inherit a significant portion of the $30 trillion wealth transfer in the near...
Basepoint WealthFeb 265 min readRetirementIs Your Home Part of Your Retirement Plan?Your residence can hold significant value in your retirement portfolio, and carefully considering your preferences and available choices...
Basepoint WealthFeb 234 min readTaxesManaging Your Tax Risk With Diversification and TimingIt is common to have taxes on your mind this time of year. They play an important role in your overall financial plan. Our clients are...
W. Allen WallaceJan 1612 min readMarket CommentaryJobs Report: January 2024Basepoint's Chief Investment Officer (CIO) presents valuable insights into recent job numbers, adding depth to our recent discussion in...