April 1, 2019

I was asked this week whether Cedarstone is a Fiduciary.  The answer is yes, of course.  From its origins Cedarstone has been held to the Fiduciary standard, which requires Cedarstone to always act in the best interest of its clients.  You would think that such a standard would be universal, but it is not.  Not all financial advisors are...

April 30, 2018

In the past, we have written about the Department of Labor’s new fiduciary rule for investment professionals. While the rule was originally scheduled to be implemented by now, it appears to have been tabled indefinitely due to a successful lawsuit led by several industry groups. The Department of Labor has until April 30th to appeal the r...

February 14, 2017

Last August we wrote about the Department of Labor issuing what has become known as the Fiduciary Rule which was intended to go into effect in April of this year. The rule would require both RIAs and brokers to uphold the fiduciary standard. On February 3rd President Trump issued an executive order delaying the implementation of the Fiduc...

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...

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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.