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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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Market Volatility and Investment Timing

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,...

Choppy Seas

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...

2021: A Year in Review

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...

Should I take out a 401k Loan?

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...

Making the most out of matching

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...

The Importance of Process

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...

What is the Difference Between Gain and Return?

Steve Coker, CFP

Jul 11, 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...

Understanding Exchange Traded Funds (ETFs)

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...

Adding up the stimulus

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...

Valuation Check: Is the market ready for a fall?

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...

The Other Side of the Valley

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...

Coronavirus Tax Relief

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...

The CARES Act – What’s in it?

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...

3 Tips to Weather Volatility

Steve Coker, CFP

Mar 22, 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...

Investor Basics: Mutual Funds

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,...

Downsizing your house in retirement

Steve Coker, CFP

Feb 15, 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...

The High Cost of Variable Annuities

Steve Coker, CFP

Feb 7, 2020
4 min

The High Cost of Variable Annuities

I love the idea of annuities. Wouldn’t it be wonderful if retirees could simply get ‘minimum returns’ or ‘guaranteed withdrawals’ from...

Investor Basics: Financial Goals and Resolutions

Jan 26, 2020
3 min

Investor Basics: Financial Goals and Resolutions

With the beginning of a new year, we hear and think a lot about goal setting. ‘Tis the season for it! Without being cliché, goal...

2019 A Year in Review

Steve Coker, CFP

Jan 3, 2020
2 min

2019 A Year in Review

By almost every measure 2019 was an exceptional year. Not only did the stock market in the U.S. and globally have their best year since...

The China Problem

Steve Coker, CFP

May 10, 2019
3 min

The China Problem

Stock markets around the world sold off this week on rising risks of a trade war between the United States and China. With the worlds...

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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.