Capital Insights: Keep Politics Out of Your Portfolio [Sept. 2024]
This month, Trent Von Ahsen explains investing based on your politics is generally a bad idea for your investment portfolio. Be ready for whatever this year’s election brings.
Making the Most of Equity Compensation
Being paid in company stock is a career milestone for many, but it also introduces a number of timing and tax complexities. Here’s how to make it work for you.
Capital Insights: Riding the Equities Rollercoaster [August 2024]
This month, Trent Von Ahsen continues his look at the US equity market, but focuses on the recent volatility that shook investors. Was August's sell-off a sign of trouble to come or just the price of admission?
Talking TIAA for University Employees
Employees at Iowa’s public universities and colleges have access to TIAA, a retirement planning option that combines annuities and investments. Here’s why you should consider this plan when it’s time to make your decision.
Capital Insights: Can the Stock Market Keep its Run Going? [July 2024]
This month, Trent Von Ahsen looks at the stock market's impressive performance in the first half of 2024, and asks if it can keep the momentum going in the second half. What does the historical data say?
Proud to Be Among the Best in the Corridor
Cedar Point Capital Partners was just named Best Wealth Management Firm in the Cedar Rapids-Iowa City Corridor by readers of the CBJ. Here are a few thoughts from our team on just how far we’ve come.
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.