Join us on episode five as we explore the question, should commodities make up a portion of your investment portfolio? If so, what kind...

Join us for episode four of the Point Podcast. Interest rates always seem to be in the news. Our listener question on this episode...

Join us for episode three of The Point Podcast. Our goal is simple, we want to invite you into conversations we have as a wealth...

A 1031 exchange, also known as a like-kind exchange, is a powerful tax-deferment strategy popular with experienced real estate investors....

It 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...

While maximizing your 401(k) contributions is important, it's equally crucial to align your financial goals, lifestyle, and investment...

Offering other investment choices from stocks, bonds, and cash, today's alternatives are more accessible to investors. Understanding...

Focusing on interest rate risk and credit risk, we will describe how we utilize current rates, yields, and spreads to build a bond...

A 2023 study by Fidelity indicates over 80% of teenage girls would like more hands-on ways to learn about personal finance and investing....

Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...

A Basepoint Wealth advisor can help guide and consult on how your future 401(K) funds will benefit your beneficiaries the best. Most...

A Roth IRA conversion can be a very powerful tool for your retirement, potentially saving you considerable money in taxes over the long...

As tax season approaches, thinking through all the available options open to you is just smart money. If you have contributed the maximum...

Insight from Basepoint Wealth Chief Investment Officer W. Allen Wallace, CFA on the current market and investment climate and how the...

November recap and December outlook.

Managing uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.

Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.