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Stay informed with expert insights from our team.

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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Stocks and Bonds Rally on Potential Lower Rates

Stocks and Bonds Rally on Potential Lower Rates

Stocks and Bonds Rally on Potential Lower Rates

Stocks and bonds and gold all rallied on Friday after Federal Reserve Chairman Jerome Powell, in statement at the annual Jackson Hole...

Steve Coker, CFP

Aug 222 min read

Understanding Medicare Advantage

Understanding Medicare Advantage

Understanding Medicare Advantage

As you may recall from the previous articles in our Medicare series that there are two broad categories of Medicare: Original Medicare...

Carole Meitler

Aug 163 min read

Why Dividends Matter – and Don’t

Why Dividends Matter – and Don’t

Why Dividends Matter – and Don’t

When it comes to stock investing, dividends matter – and don’t. Here is what I mean. Dividends truly matter to overall stock returns...

Steve Coker, CFP

Aug 83 min read

Investor Basics: Stocks and Bonds

Investor Basics: Stocks and Bonds

Investor Basics: Stocks and Bonds

1 / 1 At Cedarstone we believe it is important for every investor to understand the fundamentals, including how securities work and what...

Steve Coker, CFP

Aug 23 min read

Gifting to Children – when does the gift tax apply

Gifting to Children – when does the gift tax apply

Gifting to Children – when does the gift tax apply

In my opinion, both financial planning and estate planning focus too heavily on leaving money to children at death and overlook one of...

Steve Coker, CFP

Jul 253 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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