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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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What documents should I keep?

What documents should I keep?

What documents should I keep?

While it seems like a mundane question, “What documents should I keep?” is one of the most common questions I hear, and it is far from...

Steve Coker, CFP

Aug 27, 20214 min read

Headwinds

Headwinds

Headwinds

The S&P 500 has had a tremendous recovery since its March 23, 2020 low. The unprecedented economic stimulus, coupled with a receding...

Steve Coker, CFP

Aug 22, 20214 min read

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

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

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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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