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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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Investor Basics: Mutual Funds

Investor Basics: Mutual Funds

Investor Basics: Mutual Funds

Whether you are new to investing or already have holdings in mutual funds, you may not fully understand what exactly mutual funds are,...

Carole Meitler

Mar 6, 20205 min read

Coronavirus Concern 2.0

Coronavirus Concern 2.0

Coronavirus Concern 2.0

On February 1st, in the early days of the Corona virus (now the more specific Covid-19) outbreak, we noted that historical outbreaks had...

Steve Coker, CFP

Feb 28, 20202 min read

The High Cost of Variable Annuities

The High Cost of Variable Annuities

The High Cost of Variable Annuities

I love the idea of annuities. Wouldn’t it be wonderful if retirees could simply get ‘minimum returns’ or ‘guaranteed withdrawals’ from...

Steve Coker, CFP

Feb 7, 20204 min read

Corona Virus Concern

Corona Virus Concern

Corona Virus Concern

As of Friday January 31st, the stock market officially erased the gains for the year as fears of the Corona Virus increased and the...

Steve Coker, CFP

Feb 1, 20202 min read

Investor Basics: Financial Goals and Resolutions

Investor Basics: Financial Goals and Resolutions

Investor Basics: Financial Goals and Resolutions

With the beginning of a new year, we hear and think a lot about goal setting. ‘Tis the season for it! Without being cliché, goal...

Carole Meitler

Jan 26, 20203 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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