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.
Capital Insights: Uncharted Territory for the LEI [Oct. 2024]
This month, Trent Von Ahsen explores the uncharted territory the U.S. economy finds itself in, as reflected by the Conference Board's Leading Economic Index. Is this trusted economic gauge still reliable?
Answers to Your Burning Financial Questions (2024 Edition)
We’re answering some of your most burning financial questions, from interest rates to the election to alternative investments. What financial and wealth management questions do you have?
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?
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.