How Gain/Loss Reporting Can Mislead
A note on fund distributions and how they impact your statement and your taxes. It is that time of year again when most mutual funds...
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Basepoint Wealth
Nov 23, 20215 min read
Managing Investments Means Managing Your Emotions
Managing uncertainty and keeping emotions out of investing is easier said than done, but a common sense investment philosophy can help.
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Basepoint Wealth
Nov 16, 20214 min read
Spousal IRA: A Strategy for Tax-Advantaged Saving
Lack of an income doesn’t have to mean neglecting tax-advantaged retirement. A spousal IRA expands the retirement savings toolkit.
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Basepoint Wealth
Nov 13, 20214 min read
Asset Location: A Tax Lens on Retirement Investing
Asset location can be a complex strategy to implement. But the tax benefits it can provide far outweigh the complexity.
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W. Allen Wallace
Oct 12, 202111 min read
Commentary: The Siren's Song
There is nothing more maddening than watching things climb in price that we do not own. Investing is most dangerous when it looks easiest.
206 views
Basepoint Wealth
Oct 8, 20215 min read
Navigating Employee Stock Purchase Plans
Investing in the company you work for can be part of a solid equity allocation. We break down what you need to know.
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W. Allen Wallace
Sep 23, 202118 min read
Commentary: Time
How does the measurement of time impact your progress toward success? We are told that average annual returns matter, but why?
33 views
W. Allen Wallace
May 4, 202114 min read
Commentary: Know what you hold
The idea of "knowing what you own" seems like it ought to be a basic threshold for an investor to know about their portfolio.
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W. Allen Wallace
Jan 28, 202114 min read
Commentary: Manias, Panics and Crashes
Fear of missing out is the most dangerous emotion in investing. But if history is any guide, and usually it is, this time isn't different.
13 views
W. Allen Wallace
Oct 22, 202016 min read
Commentary: What's Wrong with Average?
Our goal is to make decisions that are calculated and mathematical when it is useful, and to interject common sense when math won't do.
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