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.
Strategic Withdrawal Planning for a More Intentional Retirement
Retirement income isn’t just about how much you withdraw. It’s about when, from where, and how those decisions may shape your long-term tax picture and financial flexibility.
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.
Tax Diversification: A Smart Strategy for Long-Term Wealth
A practical look at how tax diversification and asset location can help you build a portfolio that adapts as tax laws, income, and priorities evolve.
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.
Contribution Limits & Key Planning Numbers to Know for 2026
A new year brings new limits, new thresholds, and new opportunities to help optimize your financial life. These are the key numbers that matter for 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.