Basepoint Wealth

10/20/2026

As we continue recognizing National Financial Planning Month, Senior Wealth Advisor Scott Cooley shares a few timely insights to help you feel more confident about your financial future.

📅 What’s one thing you should think about before the end of the year?

💭 What should you do if you’re feeling overwhelmed by your finances?

Hear Scott’s perspective on these two timely financial planning questions.

10/20/2026

Dive into our latest insights on investment strategies, inflation, and the AI boom. Our latest video and Point Podcast episode offer valuable discussions on navigating today's financial landscape.

https://conta.cc/4igxY0y

Email from Basepoint Wealth, LLC Basepoint Wealth Navigator - October 2026 Explore Our Latest Insights & Educational Resources From a behind-the-scenes look at how Basepoint builds and manages invest

10/16/2026

At Basepoint Wealth, we connect financial planning and investment management through a structured process that considers your financial goals, risk tolerance, tax situation, time horizon and unique circumstances.

In this clip from The Point Podcast, Chief Investment Officer W. Allen Wallace explains how our process links financial planning to investment decisions, helping ensure your portfolio is built around what you’re working to achieve.

🎧 Watch the full episode of The Point Podcast to learn more about the Basepoint approach.
youtu.be/9I53UlJ9-fc

10/15/2026

A sea of pink (and plum). A community of support. An incredible impact. 🩷

Congratulations to Especially For You on another remarkable Race Against Breast Cancer!

With 16,310 participants and $520,000 raised, this year's event was another powerful reminder of what happens when a community comes together for a cause that matters.

Our Basepoint team was proud to be part of it. Thank you to everyone who walked, ran, volunteered, donated, and helped make a difference!

10/14/2026

October is National Financial Planning Month, making it a great time to focus on the decisions that can shape your financial future.

Senior Wealth Advisor KC Pochobradsky shares one thing he would encourage someone 5–10 years from retirement to do.

As retirement approaches, having the right guidance can help you better understand your options and prepare for what’s ahead.

10/12/2026

🤖 AI is booming. But what does that mean for the markets and your investments?

Trillions of dollars are pouring into artificial intelligence, while inflation, rising interest rates, and energy prices continue to shape the economic landscape.

In our latest Market Bearings, Chief Investment Officer Allen Wallace takes a closer look at:

📈 The AI investment boom and its potential risks

💰 Inflation, interest rates, and market valuations

🧭 Why investment discipline matters when the future is uncertain

There's plenty to consider beyond the headlines.

🔗 Read Allen's latest perspective: https://www.basepointwealth.com/post/market-outlook-2026-ai-inflation-interest-rates

10/12/2026

There’s no one-size-fits-all answer when it comes to financial planning. So, when is the right time to start working with a financial planner?

President and Senior Wealth Advisor Kate Wallace shares her perspective on when professional guidance can be helpful and why getting started sooner can make a difference.

As part of our National Financial Planning Month series, hear Kate’s thoughts on taking the first step toward a more intentional financial future.

10/09/2026

A big congratulations to Mason Owens on earning his CPA designation! 🎉

Mason’s commitment to learning and finding thoughtful solutions for our clients is a valuable part of the Basepoint Tax team. We’re excited to see this accomplishment add another layer to the expertise he brings to his work every day.

10/08/2026

What a great day celebrating our new home! 🎉

Thank you to everyone who joined us for our ribbon cutting and open house. We’re grateful to our clients, friends, family, community partners, and neighbors who helped us celebrate this exciting milestone.

Our new space is a reflection of how much Basepoint has grown, and we’re excited to have a home that gives our growing team room to keep building, serving, and looking ahead.

Here’s to new beginnings and plenty of good things to come!

📍 4700 N River Blvd NE, Cedar Rapids

10/07/2026

October is National Financial Planning Month, and we’re asking our advisors to share their financial planning expertise.

This week, Senior Wealth Advisor Scott Cooley shares his advice on two important questions:

💡 What’s one thing everyone should know about how money works?

🏖️ How can you be better prepared for retirement?

Follow along throughout October as our advisors share more financial planning insights and advice.