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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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Buying High and Selling Low – Why trading can destroy your portfolio

Buying High and Selling Low – Why trading can destroy your portfolio

Buying High and Selling Low – Why trading can destroy your portfolio

Like so many things in life, investing looks so easy when looking backward. When we look at a historical chart we all wish that we had...

Steve Coker, CFP

May 1, 20204 min read

New Member of the Coker Clan

New Member of the Coker Clan

New Member of the Coker Clan

We are happy to announce the birth of Steve Coker's first granddaughter Pheobe Elena Donner! She was born on 4/15/20 and is happy and...

Guest

Apr 24, 20201 min read

Roth Conversions

Roth Conversions

Roth Conversions

With the stock market down due to the present COVID-19 crisis, it’s a great time to consider a Roth conversion if you have assets in a...

Carole Meitler

Apr 24, 20203 min read

The Other Side of the Valley

The Other Side of the Valley

The Other Side of the Valley

Even as the number of new cases and deaths from Covid-19 continue to rise globally, the stock market is beginning a comeback. Indeed the...

Steve Coker, CFP

Apr 19, 20202 min read

Giving Back

Giving Back

Giving Back

We at Cedarstone Advisors are so grateful for our clients and the communities in which we live. In years past we have enjoyed serving...

Steve Coker, CFP

Apr 10, 20201 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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