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What to Do with Good News
The good news continues to roll in for the global economy. As we discussed at last week’s investor conference, one of the most prominent...

Steve Coker, CFP
Feb 26, 20183 min read


2018 Cedarstone Investor Conference Recap
We want to thank everyone who was able to join us for this year's investor conference. With over 60 in attendance, this year's conference...

Steve Coker, CFP
Feb 20, 20181 min read


What is a 1099-R?
It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the...

Steve Coker, CFP
Feb 12, 20182 min read


How to Pay Zero Percent Capital Gains
Most people are stunned to learn that the lowest federal capital gains tax rate is 0%. That is right. Tax-free. And while it does not...

Steve Coker, CFP
Feb 2, 20182 min read


The Market Temperature
Kenneth Arrow, Nobel Prize-winning economist, and one of the most influential economists of the 20th century died in 2017 at the age of...

Steve Coker, CFP
Jan 11, 20183 min read



