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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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Overcoming the Covid-19 Retirement Black Hole

Overcoming the Covid-19 Retirement Black Hole

Overcoming the Covid-19 Retirement Black Hole

“I never thought that retirement would be like this.” The comment from one of my clients struck me this week as we discussed his recent...

Steve Coker, CFP

Feb 27, 20213 min read

How the Economic Machine Works

How the Economic Machine Works

How the Economic Machine Works

As the virus recedes, investors are getting back to the nuts and bolts of the economy – a welcome change compared with tracking covid...

Steve Coker, CFP

Feb 19, 20211 min read

Adding up the stimulus

Adding up the stimulus

Adding up the stimulus

How could the stock market continue to rise during the pandemic? Why are stocks rising while so many Americans are still unemployed? The...

Steve Coker, CFP

Feb 13, 20213 min read

Investor Basics: Stocks and Bonds

Investor Basics: Stocks and Bonds

Investor Basics: Stocks and Bonds

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

Carole Meitler

Feb 5, 20212 min read

What is a 1099-R?

What is a 1099-R?

What is a 1099-R?

It is that lovely time of year that we all like to look forward too - Tax Season! You might have noticed something in your mailbox that...

Walter Cifuentes

Jan 29, 20212 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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