Cedar Point Capital Partners

08/31/2026

A capital loss doesn’t necessarily end with the sale. If your losses exceed your gains, the unused amount may carry forward and help offset gains in future years.

Our latest blog explains how capital loss carryovers work, why they can be easy to overlook, and how they may factor into decisions like rebalancing your portfolio, diversifying a concentrated position, or selling an appreciated investment.

What happens to a capital loss you can't use this year? We explain how capital loss carryovers may offset future gains, and where they can get lost.

08/27/2026

This month’s edition of Capital Insights explores what happens when market expectations change quickly. Trent Von Ahsen explains why Wall Street shifted from anticipating rate cuts to pricing in rate hikes, and why even confident forecasts are still only forecasts. His key takeaway: a well-built financial plan should not depend on getting one prediction right. Diversification and discipline can help your portfolio remain resilient across a range of outcomes.

08/25/2026

Class is in session! Wishing all of our team's kids a great school year with lots of opportunities to learn and grow 📚✏️

08/20/2026

On August 20, 1996, the Small Business Job Protection Act introduced the SIMPLE IRA. The new arrangement was intended to make retirement benefits easier for small businesses to offer, creating another path for employees to save through payroll contributions and employer support.

Overview of SIMPLE IRA retirement plans for small businesses

08/19/2026

Retirement spending is changing. This article explores how inflation-adjusted spending for households age 65 and older has risen over time, with housing, transportation, and healthcare among the largest drivers. It is a timely reminder that retirement planning should account for evolving expenses, not just a single spending estimate.

Today’s retirees are spending far more than their parents did.

08/14/2026

This month’s edition of The Planning Corner looks at a question many parents and grandparents face: how much should you save in a 529 plan?

David and Nick discuss how to weigh education savings alongside your broader financial goals, the flexibility available if plans change, and why the “right” amount depends on your family’s full financial picture.

08/12/2026

Warren Buffett’s approach was never about chasing what is popular. This article explores the value of patience, quality, and investing with a long-term perspective when short-term noise is loud.

Buffett’s value investing philosophy shows that you don’t need complex formulas or rapid trades to build wealth.

08/06/2026

A big happy birthday to Bridget! We hope you enjoyed your special day yesterday and loved celebrating you today!

08/05/2026

When your days are full of work, family, and everything in-between, the question isn't "how can I be less busy?" It's "how can I make sure my time is going where it counts most?"

08/03/2026

Blake's birthday was Saturday, so we celebrated early in the office with some treats on Friday! Happy birthday Blake!