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.
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.
Capital Insights: Forecasts Change, Plans Shouldn't
This month, Trent Von Ahsen looks at why the market went from pricing in rate cuts to pricing in rate hikes in a single year — and what that reversal teaches us about planning for a range of outcomes.
Pre-Tax Deferrals and IRMAA: What Can Lower Your Medicare Premiums?
Your 401(k) and other pre-tax deferrals may be more closely connected to your future Medicare premiums than they appear. See how the plan you use and when you make the election may affect the MAGI used to determine IRMAA.
The Planning Corner: What a Financial Plan is Actually For
When markets move and headlines dominate the news, it's easy to feel like you should be doing something. In this month's Planning Corner, David and Nick discuss the role a financial plan really plays—not as a prediction of the future, but as a guide for knowing when action is truly needed.
Capital Insights: What the Real-Time Data Says About the Economy
This month, Trent Von Ahsen examines what real-time economic data reveals about the economy right now — and why the headline noise may be telling a different story than the underlying numbers.
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.