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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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Investor Basics: Mutual Funds

Investor Basics: Mutual Funds

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,...

Carole Meitler

Mar 6, 20205 min read

The High Cost of Variable Annuities

The High Cost of Variable Annuities

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...

Steve Coker, CFP

Feb 7, 20204 min read

Investor Basics: Financial Goals and Resolutions

Investor Basics: Financial Goals and Resolutions

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...

Carole Meitler

Jan 26, 20203 min read

How Much Cash Should I Hold?

How Much Cash Should I Hold?

How Much Cash Should I Hold?

While we believe that making your money work for you is important, it is also important to hold some cash in checking and savings for...

Steve Coker, CFP

May 21, 20182 min read

What Is a Benchmark?

What Is a Benchmark?

What Is a Benchmark?

A benchmark is a reference point against which you can compare an investment or portfolio. A benchmark is most often used as a comparison...

Steve Coker, CFP

Nov 30, 20172 min read

Don't Shop! Invest!

Don't Shop! Invest!

Don't Shop! Invest!

I’m shopping for a new car. I’m shopping for a new car because I need one, but that’s not a problem because I actually enjoy looking...

Steve Coker, CFP

Oct 3, 20163 min read

Buying High and Selling Low: Why Trading Can Destroy Your Portfolio

Buying High and Selling Low: Why Trading Can Destroy Your Portfolio

Buying High and Selling Low: Why Trading Can Destroy Your Portfolio

Like so many things in life, investing looks so easy when looking backward. When we look at a historical chart we all wish that we had...

Steve Coker, CFP

Oct 26, 20154 min read

Valuation Check - The Weighing Machine

Valuation Check - The Weighing Machine

Valuation Check - The Weighing Machine

Is the stock market in a bubble? Is it headed for a fall? Predicting the stock market over the short term is hard, some would say...

Steve Coker, CFP

Oct 5, 20152 min read

The Upside of Crazy

The Upside of Crazy

The Upside of Crazy

We are all a little bit crazy; or at least a bit irrational. While logic would predict that humans would behave… well… logically, human...

Steve Coker, CFP

Aug 24, 20152 min read

Do I Really Need an Advisor?

Do I Really Need an Advisor?

Do I Really Need an Advisor?

The truth about managing your money is that you can do it yourself. I have painted my own house, poured my own concrete, and fixed my own...

Steve Coker, CFP

Mar 11, 20152 min read

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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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