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Trust Implementation Checklist
If you have successfully created a living trust, then congratulations! You have completed a complex task that many avoid. ...

Steve Coker, CFP
Sep 6, 20253 min read


Stocks and Bonds Rally on Potential Lower Rates
Stocks and bonds and gold all rallied on Friday after Federal Reserve Chairman Jerome Powell, in statement at the annual Jackson Hole...

Steve Coker, CFP
Aug 22, 20252 min read


Understanding Medicare Advantage
As you may recall from the previous articles in our Medicare series that there are two broad categories of Medicare: Original Medicare...

Carole Meitler
Aug 16, 20253 min read


Why Dividends Matter – and Don’t
When it comes to stock investing, dividends matter – and don’t. Here is what I mean. Dividends truly matter to overall stock returns...

Steve Coker, CFP
Aug 8, 20253 min read


Investor Basics: Stocks and Bonds
1 / 1 At Cedarstone we believe it is important for every investor to understand the fundamentals, including how securities work and what...

Steve Coker, CFP
Aug 2, 20253 min read



