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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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Lower Rates Accelerate Rally

Lower Rates Accelerate Rally

Lower Rates Accelerate Rally

The Federal Reserve acted as expected this week, lowering the target Fed Funds rate by 0.25% to 4.25%. The Fed also signaled that two...

Steve Coker, CFP

Sep 19, 20252 min read

Trust Implementation Checklist

Trust Implementation Checklist

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 Rally on Potential Lower Rates

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

Understanding Medicare Advantage

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

Why Dividends Matter – and Don’t

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

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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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