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Walter Cifuentes
- 4 days ago
- 2 min
2023 IRA and 401k Contribution Limits
Retirement savings through Individual Retirement Accounts (IRAs) and employer-sponsored 401(k) plans are vital components of a sound...


Steve Coker, CFP
- May 19
- 3 min
Does an Advisor Add Value? An Update
Periodically, we revisit research asking the fundamental question: Does an advisor add value? It is an important question for us since it...


Steve Coker, CFP
- May 12
- 2 min
The U.S. Government ‘X’ Date
The U.S. reached its debt limit in January and Congress and President Biden remain at an impasse over raising it. Without the ability to...


Steve Coker, CFP
- May 5
- 1 min
Cedarstone Conference 2023 Recap
We had another successful conference at the Westlake Village Inn last week. Thank you to everyone who attended the Conference at home or...


Steve Coker, CFP
- Apr 21
- 2 min
How To Tell If Something Is a Scam
As returns on publicly traded investments like stocks and bonds struggle, investors are turning to “special” private deals that claim to...