July 8, 2019

It is July 2019 and it is now official:  the current US economic expansion is the longest on record, turning 10 years old this month.  Despite the record, this expansion is also one of the most hated with pundits calling for a top at multiple points along the last 10 years, including significant scares in 2012 and 2016.  To be sure, many...

November 12, 2017

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 Advisors was just named by WealthManagement.com as the Best Client Portal for 2017. You can read the full press release here.

At Cedarstone our goal is to provide the best client service in the indu...

April 4, 2016

Can I trust my financial advisor?  It is a legitimate question for an industry that is built on trust.  And yet, a recent working paper by business school professors at the University of Chicago and the University of Minnesota found that 7 percent of financial advisors have been disciplined for misconduct ranging from putting clients in u...

January 8, 2016

As 2015 comes to a close and we begin a New Year, we are once again thankful and humbled by our clients and friends that helped make 2015 a success.   Cedarstone has experienced extraordinary growth this year, exceeding $32 million in assets under management.  More importantly, the majority of our growth has come through referrals from ou...

July 15, 2015

Each year the Westlake Village Awards Program chooses a small business in each of its industry categories to receive a Best of Westlake Village award.  The award is given based on each company's ability to grow their business exemplified through their customer service and community involvement.  We are thrilled to have received this award...

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