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Stay informed with expert insights from our team.

We believe the key to your success is empowering you to make smart decisions, so we provide accessible, educational articles written by our own advisors. These articles focus on everything from global monetary policy to tips on saving for retirement.

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Is Cedarstone a Fiduciary?

Steve Coker, CFP

Feb 12
2 min

Is Cedarstone a Fiduciary?

I am frequently asked whether Cedarstone is a fiduciary and so I like to periodically address this common concern. The answer is yes, of...

Giving with Joy

Steve Coker, CFP

Dec 2, 2022
2 min

Giving with Joy

I had several conversations this week about the importance of giving. The Christmas season does, rightly, remind us that it is better to...

What’s worth reading?

Steve Coker, CFP

Jun 24, 2022
2 min

What’s worth reading?

We are frequently asked what investment material is worth reading. There is a tremendous amount of material out there, but so much of it...

What is a Trusted Contact and why should I have one?

Walter Cifuentes

Jul 31, 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...

How the Economic Machine Works

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...

Investor Basics: Stocks and Bonds

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...

College Financing: It all starts with the FAFSA

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...

Security Basics: Passwords and Two-Factor Authentication

Walter Cifuentes

Aug 29, 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...

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Books

How To Retire from Edison

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How to Retire from Edison

At Cedarstone we are proud to say we wrote the book on how to retire from Southern California Edison. That's because we value relationships with our retired Edison clients and with clients who still work there. Whether you are just starting with the company or have worked at Edison for 30 years, this book is for you. Written by expert advisors specifically for Southern California Edison employees, our guide will walk you through what it takes to successfully retire from Southern California Edison.

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