Capital Insights: What the Software Sell-Off Tells Us
This month, Trent Von Ahsen looks at the recent sell-off in software stocks and what it tells us about how quickly market narratives can shift.
The Planning Corner: Investing and Saving for Minor Children
David Ernst and Nicholas Timm discuss common account types used to save and invest for minor children, including 529 Plans, custodial UTMA accounts, Trump Accounts, and custodial Roth IRAs.
Capital Insights: The Hidden Power of a Raise
This month, Trent Von Ahsen explores why two individuals with identical salaries can experience dramatically different retirement outcomes, and how small decisions made after each raise can compound into meaningful long-term results.
Strategic Withdrawal Planning for a More Intentional Retirement
Retirement income isn’t just about how much you withdraw. It’s about when, from where, and how those decisions may shape your long-term tax picture and financial flexibility.
The Planning Corner: Inherited IRAs for Adult Beneficiaries
David and Nick discuss Inherited IRA rules for many adult beneficiaries, including how the 10-year rule works, when annual Required Minimum Distributions (RMDs) may apply, and how income timing can impact tax planning.
Capital Insights: Bonds Are Acting Like Bonds Again
This month, Trent Von Ahsen examines the bond market’s return to form, what’s driven the recent decline in volatility, and what a more stable fixed income environment could mean 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.