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Stay informed with expert insights from our team.

We believe the key to your success is empowering you to make smart decisions, so we provide accessible, educational articles written by our own advisors. These articles focus on everything from global monetary policy to tips on saving for retirement.

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Do I Need Umbrella Insurance?

Steve Coker, CFP

5 days ago2 min read

Do I Need Umbrella Insurance?

I admit that I am an insurance skeptic. Not only can insurance be extremely complicated, but it is also frequently sold aggressively,...

Trump 2.0: Bearish or Bullish?

Steve Coker, CFP

Dec 73 min read

Trump 2.0: Bearish or Bullish?

Thus far the market has hardily approved of President Trump 2.0. The S&P 500 sat at 5712 on November 4th, just before the election. One...

Don't name just one of your children as IRA beneficiary

Steve Coker, CFP

Nov 242 min read

Don't name just one of your children as IRA beneficiary

It is one of the most common IRA mistakes, and one of the most costly: naming just one of your children as the beneficiary of your IRA. ...

Donor Advised Funds: A Simple Way to Give and Save on Taxes

Carole Meitler

Nov 173 min read

Donor Advised Funds: A Simple Way to Give and Save on Taxes

For those interested in giving back to their communities and making a lasting impact, Donor Advised Funds (DAFs) are an excellent tool...

It’s Trump 2.0

Steve Coker, CFP

Nov 92 min read

It’s Trump 2.0

Stocks soared this week on the news that Donald Trump was elected as the 47th President of the United States. Republicans also retook the...

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Books

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.

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