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Financial Insights

Many paths leading to one target

What is Holistic Financial Planning? 18 Points to Consider

You deserve a holistic approach to building your financial life plan, but what does that really mean? Here's our short list for your consideration.

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Cedar Point Capital Partners April 2024 Capital Insights

Capital Insights: Manufacturing Orders on the Rise [April 2024]

The latest ISM survey shows new orders from manufacturing companies on the rise. What could that signal for our economy in the months ahead? Trent Von Ahsen explores that question in this month's Capital Insights video.

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It’s All About the Fit: Why You Need a Tailored Investment Strategy

“Tailored” remains a top buzzword in the financial industry, but is your advisor really building your portfolio and strategy to fit? Here’s how we’re doing it differently.

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March 2024 Capital Insights video

Capital Insights: Is AI a Paradigm Shift for Business? [March 2024]

Generative AI is the latest business buzz, but is it truly a paradigm shift or just more promises? Trent Von Ahsen explores this question in this month's Capital Insights video.

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Small advisers looking up at one of the big ones

Why a Big Financial Advisor Isn’t Always Better

The best investors are independent, and we think the best financial advisers are, too. We offer up our thoughts on the unique benefits of boutique wealth management.

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February 2024 Capital Insights

Capital Insights: Why Aren't Unemployment Rates Higher? [February 2024]

History teaches us that higher interest rates cool the economy—so why is the unemployment rate still historically low? Trent Von Ahsen explores that question in this month's Capital Insights video.

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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.