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Financial Insights

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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.

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Cedar Point Capital Partners' Capital Insights for July 2024

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?

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Cedar Point's Best of the Corridor Ribbon for being named Best Wealth Management Firm

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.

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Quit worrying about your financial future with a solid financial plan

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.

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Capital Insights June 2024 edition

Capital Insights: How Nvidia's Success Distorts Our Understanding [June 2024]

This month, Trent Von Ahsen looks at the one stock that has accounted for roughly 33% of the S&P 500’s return so far this year, and how that compares with the other 500 constituents of the index.

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An illustration showing the many points of tax law

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.

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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.