5 Hallmarks of a Great Wealth Manager
We believe great wealth managers distinguish themselves in five specific ways. Here's what you should know before you search for a new financial partner.
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.
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.
Simplify Your Financial Life with Our Client Portal & App
For many of us, our smartphone is the center of our universe. Now you can access all of your financial information in one convenient place with our new mobile app and client portal. Learn more here.
Introducing Cedar Point Capital Partners’ New Touchpoint
We believe you should know who's managing your money, which is why we're launching a new YouTube channel with new videos explaining our firm's philosophy and approach. Get your preview here.
The Story Behind Cedar Point Capital Partners
When it comes to wealth management and financial planning, we were founded with the goal of doing things differently. Here’s how we’re taking a more holistic approach to capital management.
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.