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?
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.
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.
Two (More) Iowa Tax Changes You Need to Know
Iowa taxpayers will be getting a flat income tax rate sooner and lower than previously planned, while deductions for Iowa 529 Plan contributions are growing. Here’s what these changes could mean for your financial life plan.
Giving Thanks with Charitable Giving
The holidays are a prime season for giving, but you need a comprehensive strategy that maximizes your gifts and preserves your wealth. We can help.
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.