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Steve Coker, CFP
- Jul 8, 2019
- 2 min
America's Longest Expansion
It is July 2019 and it is now official: the current US economic expansion is the longest on record, turning 10 years old this month. ...
Steve Coker, CFP
- Nov 11, 2017
- 1 min
An Award Winning Portal
We are pleased to provide our clients with one of the best client portals in the industry. In fact, the Tamarac portal used by Cedarstone...
Steve Coker, CFP
- Apr 4, 2016
- 2 min
Can I Trust My Financial Advisor?
Can I trust my financial advisor? It is a legitimate question for an industry that is built on trust. And yet, a recent working paper...
Steve Coker, CFP
- Jan 7, 2016
- 2 min
A Letter from our President
As 2015 comes to a close and we begin a New Year, we are once again thankful and humbled by our clients and friends that helped make 2015...
Steve Coker, CFP
- Jul 15, 2015
- 1 min
Cedarstone Awarded Best of 2015 for Westlake Village
Each year the Westlake Village Awards Program chooses a small business in each of its industry categories to receive a Best of Westlake...