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Is Cedarstone a Fiduciary?
I am frequently asked whether Cedarstone is a fiduciary and so I like to periodically address this common concern. The answer is yes, of...

Steve Coker, CFP
Feb 12, 20232 min read


RMD Age Changing to 73
The beginning age for retirement plan Required Minimum Distributions (“RMD’s”) is changing once again! Required Minnimum Distributions...

Steve Coker, CFP
Jan 20, 20231 min read


Updated Retirement Plan Contribution Limits 2023
The IRS has published the 2023 contribution limits for your 401k, IRA, and other retirement plans. Now is a great time to review your...

Steve Coker, CFP
Jan 15, 20231 min read


2023 Outlook
I admit that I read very little mainline news, including business news. I decided long ago that most business news (Bloomberg, Forbes,...

Steve Coker, CFP
Jan 6, 20233 min read


2022 A Year in Review
Many investors are happy to see 2022 end! After a roaring 2021 driven by easy money and high levels of stimulus, the proverbial chickens...

Steve Coker, CFP
Dec 30, 20222 min read



