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Financial Insights

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Don't Wait—Create Your Estate Plan

Creating your estate plan and making end-of-life plans doesn’t need to be scary or hard. Here are three places to start.

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Climbing a piggy bank to save for college

Head Back to School with a 529 Plan

Saving for your family’s education doesn’t need to be complicated, thanks to 529 Plans. Here’s how they can fit into your financial planning picture.

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5 Hallmarks of a Great Wealth Manager

We believe great wealth managers distinguish themselves in five specific ways. Here's what you should know before you search for a new financial partner.

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Do I Have Enough Life Insurance?

Life insurance is a key piece of your financial life plan, but it can also be confusing and intimidating. Let’s talk about making sure you have the right coverage.

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The puzzle of wealth management and financial planning

4 Prep Tips for Your First Financial Meeting

Don’t let inertia or fear keep you from making a positive change for your financial future. Here are ideas for how to prep for our first meeting and make the transition easier.

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2022 tax day circled on a calendar

Tax Notes for 2022 (and Beyond) You Should Know

There's a lot of tax change happening here in Iowa and at the federal level. We detail some of the biggest changes you'll need to know, now and in the years ahead.

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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.