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Financial Insights

Capital Insights September 2025

Capital Insights: What Tight Credit Spreads Signal About Risk

This month, Trent Von Ahsen unpacks the trade-offs in today’s corporate bond market, and what tight spreads could mean for investors' risk outlook.

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Avoiding IRMAA Surcharges on Your Medicare Premiums

Avoiding IRMAA Surcharges on Your Medicare Premiums

IRMAA surcharges can add thousands of dollars a year to your Medicare premiums—often by surprise. Learn what triggers IRMAA, how the income brackets work, and strategies to keep your costs under control.

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Capital Insights: Making Your Retirement Savings Last

This month, Trent Von Ahsen breaks down how different withdrawal strategies can impact your retirement, and what it takes to make your savings last a lifetime.

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OBBBA tax reform graphic

Your Questions About OBBBA Tax Reform, Answered

The One Big Beautiful Bill Act (OBBBA) is the most significant tax reform since 2018, reshaping deductions, estate planning, and even creating “Trump Accounts” for kids. Our latest guide explains the key changes and what they could mean for your planning.

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Capital Insights July 2025 video thumbnail

Capital Insights: Is History Repeating in Tech?

This month, Trent Von Ahsen explores the AI-driven surge in tech spending, and what investors can learn from past booms to stay positioned for long-term growth.

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Backdoor Roth Strategies

How Backdoor Roth Strategies Can Help You Build Tax-Free Wealth

High earners often feel locked out of one of the most powerful retirement tools—the Roth IRA—because of income limits. But that doesn’t mean you can’t put these accounts to work for your future.

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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.