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Financial Insights

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Two (More) Iowa Tax Changes You Need to Know

Iowa taxpayers will be getting a flat income tax rate sooner and lower than previously planned, while deductions for Iowa 529 Plan contributions are growing. Here’s what these changes could mean for your financial life plan.

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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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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?

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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.

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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.