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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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Rebalancing: Self-Discipline in Buying Low and Selling High

Rebalancing: Self-Discipline in Buying Low and Selling High

Rebalancing: Self-Discipline in Buying Low and Selling High

One of the often-quoted tenets of good investing is to buy low and sell high. Similar to commercial spending – you want to purchase...

Steve Coker, CFP

Mar 15, 20242 min read

On Elephants and Donkeys

On Elephants and Donkeys

On Elephants and Donkeys

During my 20 years of professional investing experience, I have learned that political considerations rarely matter as much as the papers...

Steve Coker, CFP

Mar 8, 20242 min read

Inflation under 3%

Inflation under 3%

Inflation under 3%

This week the Federal Reserve’s preferred measure of inflation, the PCED or Personal Consumption Expenditures Deflator, fell below 3% for...

Steve Coker, CFP

Mar 1, 20241 min read

Inheriting an IRA? 4 key rules you should know

Inheriting an IRA? 4 key rules you should know

Inheriting an IRA? 4 key rules you should know

If you have been named as the beneficiary of an IRA then you should know that inheriting an IRA is different from inheriting other...

Steve Coker, CFP

Feb 25, 20243 min read

Tax Tips: The IRA

Tax Tips: The IRA

Tax Tips: The IRA

It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...

Steve Coker, CFP

Feb 18, 20243 min read

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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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