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.
Head Back to School with a 529 Plan
Saving for your family’s education doesn’t need to be complicated, thanks to 529 Plans. Here’s how they can fit into your financial planning picture.
Do I Have Enough Life Insurance?
Life insurance is a key piece of your financial life plan, but it can also be confusing and intimidating. Let’s talk about making sure you have the right coverage.
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.
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.
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.