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Steve Coker, CFP
Oct 4, 20242 min read
The 3 Most Common Portfolio Mistakes
The Capital Group, one of the nation’s largest mutual fund companies, recently released a study of the most common portfolio mistakes...
Steve Coker, CFP
Aug 23, 20243 min read
Social Security Apocalypse: Will It Run Out?
Today there are over 70 million people receiving social security. Yet fewer and fewer Americans have confidence that Social Security...
Steve Coker, CFP
Aug 16, 20243 min read
All Social Security Numbers Have Been Compromised
Stunningly, news broke this week that the Social Security number for virtually every American was hacked. The hack was discovered when...
Steve Coker, CFP
Aug 2, 20243 min read
Investment Basics: What is Risk?
While it should be obvious that one of the primary goals of investing is to earn some kind of return on your money, an equally important,...
Carole Meitler
Jun 21, 20242 min read
Protecting Your Property: Understanding Title Lock
Property ownership is one of the most significant investments many people will make in their lifetime. However, a growing threat called...
Steve Coker, CFP
Jun 14, 20242 min read
The Importance of Process
As you might imagine, we at Cedarstone Advisors spend a great deal of time researching and discussing how to make good investment...
Steve Coker, CFP
Feb 18, 20243 min read
Tax Tips: The IRA
It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...
Steve Coker, CFP
Feb 9, 20243 min read
Keeping your identity safe
Capital One, Home Depot, 7-Eleven, TJMaxx, Marshalls, and even the credit reporting site Equifax have one thing in common – all have been...
Steve Coker, CFP
Jun 23, 20233 min read
How to Fight Phishing
As online security techniques become more sophisticated, so do the scammers. Thwarted by high end encryption software, hackers are...
Steve Coker, CFP
Feb 12, 20232 min read
Is Cedarstone a Fiduciary?
I am frequently asked whether Cedarstone is a fiduciary and so I like to periodically address this common concern. The answer is yes, of...
Steve Coker, CFP
Dec 2, 20222 min read
Giving with Joy
I had several conversations this week about the importance of giving. The Christmas season does, rightly, remind us that it is better to...
Steve Coker, CFP
Jun 24, 20222 min read
What’s worth reading?
We are frequently asked what investment material is worth reading. There is a tremendous amount of material out there, but so much of it...
Walter Cifuentes
Jul 31, 20212 min read
What is a Trusted Contact and why should I have one?
Beginning last year, the SEC began recommending that investors provide a “Trusted Contact Person” when opening new financial accounts. In...
Steve Coker, CFP
Feb 19, 20211 min read
How the Economic Machine Works
As the virus recedes, investors are getting back to the nuts and bolts of the economy – a welcome change compared with tracking covid...
Carole Meitler
Feb 5, 20212 min read
Investor Basics: Stocks and Bonds
At Cedarstone we believe it is important for every investor to understand the fundamentals, including how securities work and what their...
Carole Meitler
Oct 16, 20204 min read
College Financing: It all starts with the FAFSA
Those of you with college students know firsthand the challenge of navigating the often-confusing system for applying for and obtaining...
Walter Cifuentes
Aug 29, 20202 min read
Security Basics: Passwords and Two-Factor Authentication
In today’s world, it is easier than ever to track and monitor your personal finances. All you need is a computer or smart phone, access...
