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Financial Insights

Building a financial investment plan for 2023

How Can I Prepare My Portfolio for 2023?

2022 was a rough year for financial markets, leaving many questions as we look to 2023. You need a partner and a plan to prosper. Here are some tips to build a forward-looking financial plan.

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The Cedar Point Capital Partners mobile app and client portal on display

Simplify Your Financial Life with Our Client Portal & App

For many of us, our smartphone is the center of our universe. Now you can access all of your financial information in one convenient place with our new mobile app and client portal. Learn more here.

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A YouTube graphic representing the new Cedar Point Capital Partners channel

Introducing Cedar Point Capital Partners’ New Touchpoint

We believe you should know who's managing your money, which is why we're launching a new YouTube channel with new videos explaining our firm's philosophy and approach. Get your preview here.

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A football with Ben Franklin superimposed to show the importance of discipline in investing

The Importance of Discipline in Investing (and Football)

Many financial firms talk about discipline in investing, but do they really live it? Partner David Ernst shares a few thoughts he's picked up over three decades as a financial adviser and football coach.

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A folded dress shirt made out of origami symbolizing a tailored investment approach

Is Your Investment Portfolio Really Tailored to You?

Many financial advisors say they offer a tailored approach to your investments, but the devil is in the details. Here's how our fiduciary approach allows us to tailor our services and investment approach for your point in life.

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Recession and investment headlines in financial newspapers

Do I Need to Prepare My Portfolio for a Recession?

With talk of a recession intensifying, you might be tempted to batten down the hatches on your portfolio. Here's our evidence-based take on what's to come for the economy.

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The commentary on this blog reflects the personal opinions, viewpoints, and analyses of Cedar Point Capital Partners (CPCP) employees providing such comments and should not be regarded as a description of advisory services provided by CPCP or performance returns of any CPCP client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Cedar Point Capital Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.