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Financial Insights

2022 tax day circled on a calendar

Tax Notes for 2022 (and Beyond) You Should Know

There's a lot of tax change happening here in Iowa and at the federal level. We detail some of the biggest changes you'll need to know, now and in the years ahead.

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Cookies made to celebrate Cedar Point Capital Partners' 1 year anniversary

4 Things We Learned from a Year in Business

It's been a year since Cedar Point Capital Partners launched in Cedar Rapids to offer a different approach to financial planning and wealth management. Here are a few things we've learned.

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Budda feeling financial security

Know Your Risk Tolerance and Time Horizon (and Stop Worrying)

Knowing your risk tolerance and time horizon can bring you internal peace at times of financial turmoil. Here's how.

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A professional trying to decide between a financial planner and a wealth manager

What’s in a Financial Professional's Name?

When it’s time for professional help with your financial life, do you need a money manager, a financial planner, or a wealth manager? Here at Cedar Point Capital Partners, we say, why choose?

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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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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.