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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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Santa Claus Rally

Santa Claus Rally

Santa Claus Rally

It is only the middle of December, but the Santa Claus rally is topping off what has been a very good year in stock and bond markets. ...

Steve Coker, CFP

Dec 16, 20232 min read

The Basics of Restricted Stock Units

The Basics of Restricted Stock Units

The Basics of Restricted Stock Units

If you are a corporate executive then it is likely that you are receiving Restricted Stock Units (“RSU”) as a key part of your...

Steve Coker, CFP

Dec 1, 20232 min read

Understanding RMD’s

Understanding RMD’s

Understanding RMD’s

Required Minimum Distributions or “RMD’s” are the minimum amount that must be withdrawn from pre-tax, tax-deferred retirement accounts,...

Steve Coker, CFP

Nov 10, 20234 min read

Relief

Relief

Relief

War in Europe and the middle east, rising oil prices, inflation, rising interest rates, political polarization…there is plenty to worry...

Steve Coker, CFP

Nov 4, 20232 min read

Year End Tax Planning for 2023

Year End Tax Planning for 2023

Year End Tax Planning for 2023

We have a divided government and an imminent presidential election. As a result, no significant tax legislation has been passed in 2023,...

Steve Coker, CFP

Oct 28, 20232 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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