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A Letter From Our President in 2018
A little over three years ago, we set out on a journey to create a better financial planning and investment management firm. The simple...
Steve Coker, CFP
Jan 2, 20182 min read
Last Minute 2017 Tax Planning
With only about two weeks left in the year, Congress has yet to pass promised tax reform, though a bill does appear to be imminent. As of...
Steve Coker, CFP
Dec 17, 20173 min read
What Is a Benchmark?
A benchmark is a reference point against which you can compare an investment or portfolio. A benchmark is most often used as a comparison...
Steve Coker, CFP
Nov 30, 20172 min read
Talking With Family About Money
Over the next few weeks, many of us will be meeting with family to celebrate the holidays. Of course, if your family is like mine, these...
Steve Coker, CFP
Nov 23, 20172 min read
An Award Winning Portal
We are pleased to provide our clients with one of the best client portals in the industry. In fact, the Tamarac portal used by Cedarstone...
Steve Coker, CFP
Nov 11, 20171 min read
