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Financial Insights

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It's a Wonderful Life (if You Plan)

The holiday classic has a lot to teach us about financial planning and investing in what’s truly important. Are you investing like George Bailey or Mr. Potter?

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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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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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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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A football with Ben Franklin superimposed to show the importance of discipline in investing

The Importance of Discipline in Investing (and Football)

Many financial firms talk about discipline in investing, but do they really live it? Partner David Ernst shares a few thoughts he's picked up over three decades as a financial adviser and football coach.

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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.