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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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Year End Tax Planning Opportunities 2024

Year End Tax Planning Opportunities 2024

It is time to start year-end tax planning! It is hard to believe that 2024 is already coming to a close. With the elections less than two...

Steve Coker, CFP

Oct 25, 20242 min read

Consumers are in a bad mood

Consumers are in a bad mood

The stock market is setting record highs, the economy is showing surprising strength, unemployment is low, and yet US consumer sentiment...

Steve Coker, CFP

Oct 18, 20243 min read

On 10 Years at Cedarstone Advisors

On 10 Years at Cedarstone Advisors

Today Cedarstone Advisors turns 10 years old! On October 13th, 2014, Cedarstone Advisors was officially launched. The idea behind...

Steve Coker, CFP

Oct 11, 20242 min read

The 3 Most Common Portfolio Mistakes

The 3 Most Common Portfolio Mistakes

The Capital Group, one of the nation’s largest mutual fund companies, recently released a study of the most common portfolio mistakes...

Steve Coker, CFP

Oct 4, 20242 min read

How to Get Your Social Security Statement

How to Get Your Social Security Statement

There was a time when the Social Security Administration would mail out annual statements showing your expected Social Security...

Steve Coker, CFP

Sep 28, 20241 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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