

Capital Insights: Why Valuations Matter for Long-Term Performance
Trent Von Ahsen kicks off 2025 with an in-depth analysis of current U.S. stock market valuations and the implications for long-term portfolio performance in this video.

Tax Law Changes to Know for 2025
2025 ushered in some notable tax law changes, from enhanced savings opportunities for retirement to Iowa’s new flat tax rate. Our fiduciary experts break down what it means for you and your portfolio.

Capital Insights: Recapping the S&P's Record Run [Dec. 2024]
Trent Von Ahsen closes out the year with a look at the record run of the S&P 500 index, and what that may mean as we flip the calendar ahead to 2025.

What’s Your Financial Resolution?
Ready to make the next year your most financially confident yet? We offer up smart strategies for tackling debt, updating your estate plan, managing risk, and more.

Capital Insights: Does Trump 2.0 Equal Markets 2.0? [Nov. 2024]
This month, Trent Von Ahsen explains why early expectations for President-Elect Trump's economy may not necessarily translate into gains in the new year. What really drives the markets?

Tax Loss Harvesting: A Primer for Investors
Could taking a loss be the key to maximizing your future returns? Discover how tax loss harvesting can unlock surprising benefits for your portfolio.
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.