June 24, 2019

Aging can be difficult, and at some point, many of us will need some help taking care of our own affairs. When that time comes, it is critical to have the appropriate documents in place giving a trusted family member or friend the authority to help.  Unfortunately, many of us also neglect to create those documents, for ourselves and our a...

June 14, 2019

On July 13th Cedarstone Advisors will hold its 5th Annual Give Back Day at Children’s Hunger Fund in Sylmar.  This is one of my favorite events of the year as we work side by side with our clients to help the most vulnerable among us, children in need.  Children’s Hunger Fund is a Christian non-profit organization whose mission is to alle...

June 10, 2019

The Capital Group, one of the nation’s largest mutual fund companies, recently released a study of the most common portfolio mistakes they encounter.  To be sure, investing isn’t simple, and there are many mistakes investors can make, so it’s always helpful when leading firms share their insights.  What are Capital Group’s top three portf...

June 3, 2019

Surprise! Interest rates are falling.  The 10-Year Treasury rate has fallen from 2.6% at the beginning of the year to a 2.18% as of the end of May, a level not seen since 2017.  This decline counters the conventional wisdom, and many economists who had generally predicted gradually rising interest rates.  Rather than facing the headwinds...

May 16, 2019

I have written in the past about contentment and after several conversations with clients this week, I feel the need to once again share some principles of contentment that I have learned.  It seems that financial stress is rampant in our culture.  On a weekly basis I have conversations with clients who are struggling and conversations wi...

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