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.
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?
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.
How to Quit Worrying About Your Financial Future (Retirement Healthcare Edition)
Worry is normal, but it doesn’t have to control your future. See how a well-crafted financial plan can help you relax and enjoy your golden years.
What is Holistic Financial Planning? 18 Points to Consider
You deserve a holistic approach to building your financial life plan, but what does that really mean? Here's our short list for your consideration.
It’s All About the Fit: Why You Need a Tailored Investment Strategy
“Tailored” remains a top buzzword in the financial industry, but is your advisor really building your portfolio and strategy to fit? Here’s how we’re doing it differently.
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.