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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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Is My Pension Protected?

Is My Pension Protected?

Is My Pension Protected?

While pensions are a complex topic most private (non-governmental) pensions are backed by a pension trust established by your employer to...

Steve Coker, CFP

Aug 6, 20172 min read

Inheriting an IRA? 4 Key Rules You Should Know

Inheriting an IRA? 4 Key Rules You Should Know

Inheriting an IRA? 4 Key Rules You Should Know

If you have been named as the beneficiary of an IRA then you should know that inheriting an IRA is different from inheriting other assets....

Steve Coker, CFP

Jul 9, 20173 min read

Valuation Check

Valuation Check

Valuation Check

At 96 months, the current economic expansion is one of the longest on record, leaving many markets participants, ourselves included, to...

Steve Coker, CFP

Jun 19, 20173 min read

Don't Save 10% of Your Income, Save 50% of Your Raise

Don't Save 10% of Your Income, Save 50% of Your Raise

Don't Save 10% of Your Income, Save 50% of Your Raise

I am often asked by those starting out in their careers, “How much should I save?” It is a great question of course, and one that we...

Steve Coker, CFP

Jun 5, 20172 min read

China at Crossroads

China at Crossroads

China at Crossroads

As most of the press focuses on the US economic growth, fueled by Trump’s expansionary policies and tax reductions, it is important to...

Steve Coker, CFP

May 30, 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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