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Financial Insights

May 2025 Capital Insights

Capital Insights: Feelings vs. Facts in Economic Data

This month, Trent Von Ahsen unpacks the growing gap between soft and hard economic data—and what this disconnect could signal for the financial road ahead.

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Do I Need a Registered Investment Adviser?

In a financial world filled with overlapping titles and compensation models, being an RIA is a clear and powerful signal of trust to investors. But what exactly does it mean?

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Capital Insights April 2025

Capital Insights: Tariffs, Turbulence & Your Portfolio

This month, Trent Von Ahsen breaks down the Trump Administration’s sweeping new tariffs, and what they could mean for markets, investors, and the global economy in the months ahead.

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Solving Your Insurance Puzzle

Think your insurance coverage is airtight? Even the most careful planners can have gaps in coverage. Discover what they are and how a fiduciary can fix them for good.

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March 2025 Capital Insights

Capital Insights: Understanding March's Market Selloff

This month, Trent Von Ahsen takes a deep dive into the recent selloff in U.S. equities, from the factors behind it to whether it signals deeper economic concerns.

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We Are Now a CEFEX Certified Fiduciary Firm

Cedar Point Capital Partners has achieved the rigorous CEFEX certification, signifying that we meet the highest standards for investment fiduciary excellence and transparency. Can your advisor say that?

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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.