Giving Thanks with Charitable Giving
The holidays are a prime season for giving, but you need a comprehensive strategy that maximizes your gifts and preserves your wealth. We can help.
Answers to Your Burning Financial Questions (2023 Edition)
We’re answering some of your most burning financial questions, from commodities investing to HDHP enrollment. What financial planning and wealth management questions do you have?
Don't Wait—Create Your Estate Plan
Creating your estate plan and making end-of-life plans doesn’t need to be scary or hard. Here are three places to start.
Head Back to School with a 529 Plan
Saving for your family’s education doesn’t need to be complicated, thanks to 529 Plans. Here’s how they can fit into your financial planning picture.
5 Hallmarks of a Great Wealth Manager
We believe great wealth managers distinguish themselves in five specific ways. Here's what you should know before you search for a new financial partner.
Do I Have Enough Life Insurance?
Life insurance is a key piece of your financial life plan, but it can also be confusing and intimidating. Let’s talk about making sure you have the right coverage.
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.