Latest insights, news, and announcements

Basepoint Insights

September 2023

HEALTH SAVINGS ACCOUNTS JUST GOT MORE POWERFUL

Are you maximizing important tax benefits of HSA's for your future health care costs?

UNDERSTANDING

ALTERNATIVE ASSETS

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

MEET THE TEAM SPOTLIGHT

KATIE KULA, CRPC®

Chief Compliance Officer

Director of Operations

CLIENT INTEREST SURVEY

TELL US A LITTLE MORE ABOUT YOU!

As we plan new client appreciation events and informational opportunities, we would like to know what interests you.

Complete the survey by September 30th to be entered into our prize drawing!

*clients who have already completed a survey in August are included in the drawing

COMING SOON!

THE POINT PODCAST

W. Allen Wallace

MBA, CFA, CPA/PFS, CFP®

Chief Investment Officer

Landis Wiley, CFP®

Senior Wealth Advisor

Director of Business Development

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Basepoint Named to the Corridor Business Journal's Fastest Growing Company List for Third Year

The Basepoint family of companies was once again honored with a spot on the CBJ's annual 25 Fastest Growing Companies list. We are proud of our resilient growth amidst market uncertainty. Thank you to our wonderful clients for your trust and support.

READ FEATURE ARTICLE

BASEPOINT IN THE COMMUNITY

Pictured: Wealth advisors L to R, Scott Cooley, Ryan Watermiller, KC Pochobradsky, Shayne Boles.

Pictured: Director of Marketing & Public Relations Shelley Woods and Families Helping Families Executive Director Amie Buckley.

Check out our Basepoint CCG highlight video, click on the image below to play.

Staff from Basepoint participated in the Corridor Corporate Games again this summer and had a great time meeting new people and winning some events along the way.

We finished 2nd overall in our division and were awarded 1st place for the volunteer challenge for Meals From the Heartland and the American Heart Association.

FAMILIES HELPING FAMILIES

SCHOOL SUPPLY COLLECTION

With the support of generous donations from Basepoint staff, we were able to help fill backpacks for local foster care children in our community.

By the numbers:

FHF sent out over 700 filled backpacks for area students in foster care
Thirty-five companies and organizations helped collect school supplies for the effort
Ninety volunteers helped with the Back to School rally event this August!

Basepoint was proud to play a part in helping support kids and kick off the school year in a positive way!

WELCOME TO THE BASEPOINT TEAM

Clint Richmond, MBA

Human Resource Manager

Please help us welcome Clint Richmond as Basepoint's Human Resource Manager. He is a seasoned HR professional who is already making a positive impact on our employees.

We are excited to have Clint join our Basepoint team and look forward to having him help drive our growing company forward.

Read more about Clint and his exciting out of office adventures!

MEET CLINT

PLEASE KEEP IN TOUCH

319.826.1898

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