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Steve Coker, CFP
- Jul 29
- 2 min
How much cash should I hold?
With continued market volatility, we have been receiving questions about how much cash to hold. How much is too much and how much is too...
Carole Meitler
- Jul 23
- 3 min
Our Top 5 Things To Consider Doing In A Down Market
With the S&P 500 down over 20% this year so far and the NASDAQ even more so, many are understandably concerned. However, there are some...
Steve Coker, CFP
- Jul 15
- 2 min
Bonds Have Had a Terrible Year (and that is what makes them attractive)
There is no question that bonds have had a terrible year. How terrible? The Bloomberg Aggregate Bond Index has fallen over 10%...
Steve Coker, CFP
- Jul 8
- 3 min
Why you shouldn’t pay off your mortgage with your IRA
Paying off the mortgage is a noble goal and is a great idea for most Americans. Having a ‘mortgage burning’ or ‘debt free scream’ is a...
Carole Meitler
- Feb 26
- 2 min
Market Volatility and Investment Timing
Ideally, wouldn’t we all love a crystal ball that could tell us when to buy low and sell high? However, as famed mutual fund manager,...
Steve Coker, CFP
- Feb 4
- 2 min
Choppy Seas
2022 has begun with some choppy seas. From January 1, 2022, to January 27, 2022, the S&P 500 dropped -9.2 percent to mark the first...
Steve Coker, CFP
- Jan 7
- 3 min
2021: A Year in Review
To the surprise of many, 2021 was a wonderful year for stocks. Despite the extensive list of worries, the stock market continued to...
Steve Coker, CFP
- Oct 1, 2021
- 3 min
Should I take out a 401k Loan?
If you have high interest credit card debt, want to buy a new car, or simply need some extra cash it is often very easy to dip into your...
Steve Coker, CFP
- Sep 24, 2021
- 3 min
Making the most out of matching
A 401k plan is one of the best places to save for retirement. Payroll withholding makes saving easy, and more importantly, most...
Steve Coker, CFP
- Aug 6, 2021
- 2 min
The Importance of Process
As you might imagine, we at Cedarstone Advisors spend a great deal of time researching and discussing how to make good investment...
Steve Coker, CFP
- Jul 10, 2021
- 3 min
What is the Difference Between Gain and Return?
How am I doing? It is a common question among investors. We all want to measure how well we are managing our money. Of course, we can...
Carole Meitler
- Mar 11, 2021
- 3 min
Understanding Exchange Traded Funds (ETFs)
Exchange Traded Funds, ETFs, were first developed in the 1990s as a way to provide lower cost indexed funds (a portfolio designed to...
Steve Coker, CFP
- Feb 13, 2021
- 3 min
Adding up the stimulus
How could the stock market continue to rise during the pandemic? Why are stocks rising while so many Americans are still unemployed? The...
Steve Coker, CFP
- Aug 21, 2020
- 4 min
Valuation Check: Is the market ready for a fall?
The S&P 500 hit new highs this week and it is natural to start asking, “have we recovered too much too fast”. I have received several...
Steve Coker, CFP
- Apr 19, 2020
- 2 min
The Other Side of the Valley
Even as the number of new cases and deaths from Covid-19 continue to rise globally, the stock market is beginning a comeback. Indeed the...
Carole Meitler
- Apr 3, 2020
- 3 min
Coronavirus Tax Relief
In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have...
Steve Coker, CFP
- Mar 27, 2020
- 3 min
The CARES Act – What’s in it?
As of this writing the Corona Virus Aid Relief and Economic Security (‘CARES’) Act, a $2 trillion emergency fiscal stimulus package, has...
Steve Coker, CFP
- Mar 21, 2020
- 2 min
3 Tips to Weather Volatility
We have seen exceptional market volatility during the past few weeks as stocks have fallen quickly, risen quickly and then reversed...
Carole Meitler
- Mar 6, 2020
- 5 min
Investor Basics: Mutual Funds
Whether you are new to investing or already have holdings in mutual funds, you may not fully understand what exactly mutual funds are,...
Steve Coker, CFP
- Feb 14, 2020
- 4 min
Downsizing your house in retirement
Downsizing your house in retirement can make a lot of sense, especially when you are looking for ways to make your retirement dollars go...
