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Walter Cifuentes
- Aug 1, 2021
- 2 min
What is a Trusted Contact and why should I have one?
Beginning last year, the SEC began recommending that investors provide a “Trusted Contact Person” when opening new financial accounts. In...


Steve Coker, CFP
- Feb 19, 2021
- 1 min
How the Economic Machine Works
As the virus recedes, investors are getting back to the nuts and bolts of the economy – a welcome change compared with tracking covid...


Carole Meitler
- Feb 5, 2021
- 2 min
Investor Basics: Stocks and Bonds
At Cedarstone we believe it is important for every investor to understand the fundamentals, including how securities work and what their...


Carole Meitler
- Oct 16, 2020
- 4 min
College Financing: It all starts with the FAFSA
Those of you with college students know firsthand the challenge of navigating the often-confusing system for applying for and obtaining...


Walter Cifuentes
- Aug 30, 2020
- 2 min
Security Basics: Passwords and Two-Factor Authentication
In today’s world, it is easier than ever to track and monitor your personal finances. All you need is a computer or smart phone, access...