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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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Why Gold?

Why Gold?

Why Gold?

During May we made the decision to add gold, purchased through an exchange traded fund, to many of our portfolios. Let us be clear, we...

Steve Coker, CFP

Jun 13, 20253 min read

The China Problem

The China Problem

The China Problem

This week Trump accused China of “totally violating” a recent trade agreement, raising trade tensions between the two countries once...

Steve Coker, CFP

Jun 1, 20253 min read

Social Security: Why You Should Wait

Social Security: Why You Should Wait

Social Security: Why You Should Wait

It is tempting to start taking Social Security Retirement benefits as soon as possible but making the most of Social Security...

Steve Coker, CFP

May 23, 20251 min read

Trade Deals Ease Recession Fears

Trade Deals Ease Recession Fears

Trade Deals Ease Recession Fears

Recession fears continued to fade this week as the Trump administration announced a flurry of trade deals with key trading partners. The...

Steve Coker, CFP

May 15, 20252 min read

How to think about Long-Term Care

How to think about Long-Term Care

How to think about Long-Term Care

Long-term care is one of the most difficult financial issues retirees face. As we age, many of us require assistance such as feeding,...

Steve Coker, CFP

May 2, 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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