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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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David Ernst with his father, Gary Ernst, at KCRG's 9 Who Care Awards

What is a Life Well-Lived?

Cedar Point Capital Partners’ David Ernst offers up thoughts on what makes for a “life well-lived,” and how it ties into financial and human capital planning.

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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 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.