Cedar Point Capital Partners

07/17/2026

We’re honored to be recognized as the 11th Fastest Growing Company in the Corridor on the Corridor Business Journal's Fastest Growing Companies list. Thank you to our clients, partners, and community for fueling our growth and trusting us along the way!

07/15/2026

We're incredibly grateful, for the third year in a row, to be named the Best Wealth Management Team in the Corridor Business Journal Best of the Corridor! To our clients and community, thank you for making this possible. We're honored to serve you.

07/10/2026

Markets change, headlines come and go, and the urge to react is real. This month’s edition of The Planning Corner looks at the role of a financial plan as a guide for making thoughtful decisions, not emotional ones.

07/09/2026

Our office drop bin is back this year as we support Families Helping Families of Iowa’s Back-to-School Rally. Every donation helps provide school supplies to foster youth and set them up for a strong start to the school year.

https://familieshelpingfamiliesofiowa.org/donate/

07/07/2026

As a follow-up to Trump Account contributions opening July 4, this article highlights an important point: these accounts may be relevant well beyond the newborn crowd. The $1,000 seed funding is part of the story, but the ability for others to contribute and the long-term planning potential may make this a useful option for more families than people first realize.

Trump Accounts aren't just for newborns. Learn how older kids, tax-free growth, and Roth conversions make these accounts worth a second look for every family.

07/03/2026

Happy Birthday, USA! Our office will be closed July 3, 2026 in observance of the July 4th holiday.

07/01/2026

Trump Accounts have been getting a lot of attention lately, and starting July 4th, contributions can officially begin. If you have a child under 18, now may be a great time to see what's available for your family.

Some children may qualify for a one-time $1,000 federal contribution or a $250 Dell Foundation contribution, regardless of whether you personally contribute anything to the account. It costs nothing to check.

Opening an account can be simple: complete IRS Form 4547 through your IRS account with ID.me, download the official Trump Accounts app, and you're set up. A few small steps today could give your child's future savings a real head start.

https://www.irs.gov/trumpaccounts

07/01/2026

Goals matter, but systems are what carry them across the finish line.

06/29/2026

Gifting appreciated assets to children or grandchildren can be smart, but it can also trigger the kiddie tax. This article breaks down when that happens, who it applies to, and how to plan around it.

The ‘kiddie tax’ is often a trap for unwary parents and grandparents making gifts to a younger generation

06/26/2026

In this month’s edition of Capital Insights, Trent explains why the real-time economic data looks more grounded than news headlines suggest. He reviews indicators such as the Weekly Economic Index, the ISM Manufacturing Index, recent job growth, and inflation to show where the economy really stands today.