Year-End Financial Planning: 6 Steps to Prepare for 2027
The end of the year is closer than it looks. Here’s how to get your financial plan ready for the year ahead, in five simple steps.
Capital Insights: The Average Midterm Year Doesn't Exist
Midterm election years have a reputation for volatility and weaker market returns—but 2026 hasn't exactly followed the script. Trent Von Ahsen looks at how this year compares to past midterm cycles and why historical averages can provide useful context without predicting what comes next.
The Planning Corner: When to Revisit Your Life Insurance Coverage
In September’s edition of The Planning Corner, David and Nick discuss why life insurance may be worth revisiting as your life and financial circumstances change. From coverage purchased years ago to beneficiary designations that may no longer reflect your wishes, here are a few reasons to take another look at your existing policy.
Capital Insights: When Wall Street Breaks Its Own Pattern
This month, Trent Von Ahsen looks at why Wall Street broke its usual pattern of trimming earnings estimates this year, and started raising them instead.
Capital Loss Carryovers: The Rules and Limits Investors Often Overlook
A harvested loss doesn't necessarily end with the tax year. Understanding what happens next may change how you approach your next major sale.
The Planning Corner: Considerations When Funding a 529 Plan
In August’s edition of The Planning Corner, David and Nick discuss what to consider when deciding whether—and how much—to fund a 529 Plan. They also touch on some of the flexibility available if education plans change, and why 529 savings should be considered alongside your broader financial goals.
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.