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Tax Tip: The Backdoor Roth IRA
Do you find yourself with some extra cash as the year comes to an end? By this time of year, many of our higher earning clients have...
Steve Coker, CFP
Nov 2, 20242 min read
Year End Tax Planning Opportunities 2024
It is time to start year-end tax planning! It is hard to believe that 2024 is already coming to a close. With the elections less than two...
Steve Coker, CFP
Oct 25, 20242 min read
Consumers are in a bad mood
The stock market is setting record highs, the economy is showing surprising strength, unemployment is low, and yet US consumer sentiment...
Steve Coker, CFP
Oct 18, 20243 min read
On 10 Years at Cedarstone Advisors
Today Cedarstone Advisors turns 10 years old! On October 13th, 2014, Cedarstone Advisors was officially launched. The idea behind...
Steve Coker, CFP
Oct 11, 20242 min read
The 3 Most Common Portfolio Mistakes
The Capital Group, one of the nation’s largest mutual fund companies, recently released a study of the most common portfolio mistakes...
Steve Coker, CFP
Oct 4, 20242 min read
