Financial Freedom Isn’t the Destination. It’s the Starting Point.
True financial freedom isn't about hitting a magic number—it's about aligning your money with what matters most. Here’s how to reframe your thinking.
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?
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.
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?
Your Guide to Employee Stock Purchase Plans
Employee Stock Purchase Plans (ESPPs) offer a unique opportunity to purchase discounted stock—but understanding the details is key to maximizing your outcomes. Start your exploration here.
What’s Your Financial Resolution?
Ready to make the next year your most financially confident yet? We offer up smart strategies for tackling debt, updating your estate plan, managing risk, and more.
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.