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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 is a Capital Gain Distribution?

What is a Capital Gain Distribution?

What is a Capital Gain Distribution?

During the month of December mutual funds often make large cash distributions to shareholders based on the capital gains that were...

Steve Coker, CFP

Dec 3, 20182 min read

What is Bothering Stocks?

What is Bothering Stocks?

What is Bothering Stocks?

Over the past 8 weeks, the S&P 500 has erased its gains for the year and is now officially in correction territory with a 10% decline...

Steve Coker, CFP

Nov 26, 20182 min read

Moving in Retirement? How to Keep Your California Property Tax Basis

Moving in Retirement? How to Keep Your California Property Tax Basis

Moving in Retirement? How to Keep Your California Property Tax Basis

There are a few excellent tax breaks for retirees in high tax California and Propositions 60 and 90 are two of the best. These laws...

Steve Coker, CFP

Nov 5, 20182 min read

Do You Need Life Insurance in Retirement?

Do You Need Life Insurance in Retirement?

Do You Need Life Insurance in Retirement?

Many people are surprised to hear that they may not need life insurance in retirement. Life insurance is something that most have...

Steve Coker, CFP

Oct 22, 20182 min read

Inflation Watch

Inflation Watch

Inflation Watch

We all hate inflation when the cost of goods and services rise. Fortunately, for more than a decade, inflation in the United States has...

Steve Coker, CFP

Oct 15, 20182 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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