September 25, 2017

Real Estate Investment Trusts (‘REIT’s) have become a common alternative to bonds in portfolios. They are frequently sold to investors as stable, income-producing assets that have the additional safety of being backed by real estate. However, history clearly demonstrates that REIT’s are far from stable. Indeed, they are among the riskiest...

August 15, 2017

In my time studying for the Chartered Financial Analyst exams, one of the topics that came up over and over again was the importance of due diligence. Due diligence is “the investigation into the details of a potential investment, including the scrutiny of operations management and the verification of material facts.” As we face a richly...

March 27, 2017

It is spring and that means that home selling season is in full swing!  For 2017 housing prices are set to keep growing, though at a slower pace compared to the last few years.  Of course, unlike stock investing, in real estate, as it is said, ‘everything is local’.  Let’s dig into the 2017 forecasts for the nation, California, and some o...

July 25, 2016

What is happening with the California economy?  While news about the nation’s economy is everywhere, sometimes it is hard to find out how things are going in your own backyard.  Enter the UCLA Anderson Forecast, an economic forecast specific to California.  The most recent report released in June provides a detailed look at the Golden Sta...

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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.