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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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Last Minute 2017 Tax Planning

Last Minute 2017 Tax Planning

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?

What Is a Benchmark?

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

Talking With Family About Money

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

An Award Winning Portal

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

Year-End Tax Planning While the Rules Are Changing

Year-End Tax Planning While the Rules Are Changing

Year-End Tax Planning While the Rules Are Changing

As we move into the last months of 2017, aka tax planning season, we are faced with an unusual situation. Congress is debating the...

Steve Coker, CFP

Nov 3, 20173 min read

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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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