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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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What is a fair share?

What is a fair share?

What is a fair share?

This week congress is expected to begin negotiations on sweeping changes to the U.S. tax code. We expect taxes to go up, particularly for...

Steve Coker, CFP

Jul 25, 20212 min read

More Inflation

More Inflation

More Inflation

In May I emphasized that inflation was on the move, and that inflation will become more and more important to investors in the months...

Steve Coker, CFP

Jul 16, 20213 min read

What is the Difference Between Gain and Return?

What is the Difference Between Gain and Return?

What is the Difference Between Gain and Return?

How am I doing? It is a common question among investors. We all want to measure how well we are managing our money. Of course, we can...

Steve Coker, CFP

Jul 10, 20213 min read

Trust Implementation Checklist

Trust Implementation Checklist

Trust Implementation Checklist

If you have successfully worked with an estate planning attorney to create a living trust, then congratulations! You have completed a...

Walter Cifuentes

Jun 27, 20213 min read

3 Steps to Improve Your Online Security

3 Steps to Improve Your Online Security

3 Steps to Improve Your Online Security

Given the flurry of online cyber attacks now is a good time to review your online security. We all know that there are no guarantees, but...

Steve Coker, CFP

Jun 20, 20212 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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