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.
Know Your Risk Tolerance and Time Horizon (and Stop Worrying)
Knowing your risk tolerance and time horizon can bring you internal peace at times of financial turmoil. Here's how.
What’s in a Financial Professional's Name?
When it’s time for professional help with your financial life, do you need a money manager, a financial planner, or a wealth manager? Here at Cedar Point Capital Partners, we say, why choose?
How Can I Prepare My Portfolio for 2023?
2022 was a rough year for financial markets, leaving many questions as we look to 2023. You need a partner and a plan to prosper. Here are some tips to build a forward-looking financial plan.
The Importance of Discipline in Investing (and Football)
Many financial firms talk about discipline in investing, but do they really live it? Partner David Ernst shares a few thoughts he's picked up over three decades as a financial adviser and football coach.
Is Your Investment Portfolio Really Tailored to You?
Many financial advisors say they offer a tailored approach to your investments, but the devil is in the details. Here's how our fiduciary approach allows us to tailor our services and investment approach for your point in life.
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.