February 26, 2018

The good news continues to roll in for the global economy. As we discussed at last week’s investor conference, one of the most prominent features of the current global expansion is its breadth, as almost every part of the world is growing. However, the most recent forecasts for global growth had a new feature, ‘acceleration.’ For example,...

February 20, 2018

We want to thank everyone who was able to join us for this year's investor conference. With over 60 in attendance, this year's conference was our largest to date. The morning began with a delicious breakfast followed by a comprehensive look at the new tax law by guest presenter Paul Lasiter. Next, we heard from our President, Steve Coker,...

March 13, 2017

During our annual investor conference, we talked about how easy it is to get caught up in the noise today when trying to understand what is happening in the economy. I referenced a video by Ray Dalio who is hedge fund manager out of Connecticut. I believe he brilliantly simplifies what the economy is and helps us understand what we are ex...

March 12, 2017

Two weekends ago we held our third investor conference at the Westlake Village Inn. We were thrilled to have a full room of attendees this year and continue to be excited by the growth we’re experiencing here at Cedarstone. For those of you who weren’t able to attend, you can check out a quick recap of the morning's presentations below:


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