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Financial Insights

Quit worrying about your financial future with a solid financial plan

How to Quit Worrying About Your Financial Future (Retirement Healthcare Edition)

Worry is normal, but it doesn’t have to control your future. See how a well-crafted financial plan can help you relax and enjoy your golden years.

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What is Holistic Financial Planning? 18 Points to Consider

You deserve a holistic approach to building your financial life plan, but what does that really mean? Here's our short list for your consideration.

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It’s All About the Fit: Why You Need a Tailored Investment Strategy

“Tailored” remains a top buzzword in the financial industry, but is your advisor really building your portfolio and strategy to fit? Here’s how we’re doing it differently.

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Small advisers looking up at one of the big ones

Why a Big Financial Advisor Isn’t Always Better

The best investors are independent, and we think the best financial advisers are, too. We offer up our thoughts on the unique benefits of boutique wealth management.

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Why Time in the Market is Better Than Timing the Market

Whether you’re tending to a nest egg or building a legacy, time is your best friend when it comes to growth. Here’s our evidence-based take on a classic adage.

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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.

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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.