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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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Keeping Your Identity Safe

Keeping Your Identity Safe

Keeping Your Identity Safe

It appears that my social security number was hacked during the recent Equifax Data breach, and I am not alone. It is estimated that the...

Steve Coker, CFP

Oct 1, 20173 min read

REITs Are Not Bonds

REITs Are Not Bonds

REITs Are Not Bonds

Real Estate Investment Trusts (‘REIT’s) have become a common alternative to bonds in portfolios. They are frequently sold to investors as...

Steve Coker, CFP

Sep 24, 20172 min read

Balancing Risk

Balancing Risk

Balancing Risk

As our current phase of the economic cycle continues and the S&P 500 touches new highs, it is easy to have mixed feelings about what...

Matt Davis

Sep 18, 20172 min read

Trump's Tax Vision

Trump's Tax Vision

Trump's Tax Vision

Last week in Missouri, Donald Trump finally began to cast his vision for tax reform. Over the past 10 months, we have heard little from...

Steve Coker, CFP

Sep 11, 20172 min read

Understanding Medicare Enrollment

Understanding Medicare Enrollment

Understanding Medicare Enrollment

This week I came across a 75-year-old retiree who had not yet signed up for Medicare. Since Medicare enrollment begins at age 65, this...

Steve Coker, CFP

Sep 4, 20172 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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