Capital Insights: The Hidden Power of a Raise
This month, Trent Von Ahsen explores why two individuals with identical salaries can experience dramatically different retirement outcomes, and how small decisions made after each raise can compound into meaningful long-term results.
The Planning Corner: Inherited IRAs for Adult Beneficiaries
David and Nick discuss Inherited IRA rules for many adult beneficiaries, including how the 10-year rule works, when annual Required Minimum Distributions (RMDs) may apply, and how income timing can impact tax planning.
Capital Insights: Bonds Are Acting Like Bonds Again
This month, Trent Von Ahsen examines the bond market’s return to form, what’s driven the recent decline in volatility, and what a more stable fixed income environment could mean for your portfolio.
The Planning Corner: When Not to Roll Over a 401(k)
David and Nick discuss situations where keeping assets in a 401(k) may make sense after leaving an employer, including withdrawal flexibility, Net Unrealized Appreciation, and differences in investment options and fees.
Capital Insights: Is it Time to Revisit Small Caps?
This month, Trent Von Ahsen explores the quiet resurgence of small-cap stocks, why they’ve been overlooked for years, and what their recent breakout could mean for your portfolio.
Capital Insights: Another Year of New Highs, But What Comes Next?
Trent Von Ahsen breaks down another record-setting year in the markets, highlighting what’s driving the S&P 500’s steady run of new highs and what it might signal for investors heading into 2026.
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.