January 26, 2020

With the beginning of a new year, we hear and think a lot about goal setting.  ‘Tis the season for it!  Without being cliché, goal setting is both relevant and important for new and experienced investors alike.  Benjamin Franklin wisely said, “If you fail to plan, you are planning to fail.” When it comes to living our present and future d...

June 4, 2018

If you’re someone who enjoys following financial news, you’ve probably come across the term “yield.” A little over a month ago, the US 10-year treasury yield crossed 3% for the first time in 4 years and the news cycles made a big deal about it. But what does “yield” even mean? Here’s a quick refresher.


Yield has to do with the amount of i...

May 9, 2018

Investing in the financial markets can be a complicated matter. At Cedarstone, one of the things we like to constantly drive back to is our understanding of the fundamentals including how securities work and what their relationships are to one another. With that in mind, here is a quick refresher on two of the most common investing vehicl...

April 16, 2018

Like all other goals in life, financial goals come in a variety of flavor. There are big, lifetime savings goals like saving for retirement, college, or a home that drive the financial industry. There are also the little day-to-day goals, like saving up for a new electronic toy or designer bag. There are even the goals we sometimes don’t...

December 11, 2017

One of the things I appreciate the most about Vanguard is how they approach their market outlook when it comes to making an economic forecast. Many firms try and give an exact figure, i.e. an 8.3% return in the S&P 500 for 2018. If I believed that it was possible to accurately predict the markets with this degree of precision, it would ma...

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