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Financial Insights

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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.

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Do I Need to Prepare My Portfolio for a Recession?

With talk of a recession intensifying, you might be tempted to batten down the hatches on your portfolio. Here's our evidence-based take on what's to come for the economy.

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Fiduciary investment advisers trying to hold down inflation

What Am I Supposed to Do About Inflation?

Would you believe us if we said, "nothing"? If you're one of our clients, you can. Here's how evidence-based investing insulates your portfolio from tough economic conditions.

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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.

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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.

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What is Evidence-Based Investing?

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.

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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.