Human Capital & Holistic Financial Planning: An Introduction
We're believers in a more holistic approach to planning your future. Here's an introduction to two of the concepts that we rely on to build you a more secure future.
How's Your Fee Relationship with Your Financial Adviser?
When it comes to planning your financial future, we believe that trust and transparency is critical. Here's how a fee-only, fiduciary model enables that.
What is Evidence-Based Investing?
A key part of our capital management approach here at Cedar Point Capital Partners is our focus on evidence-based investing, or EBI for short.
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.
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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.