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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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America's Longest Expansion

Steve Coker, CFP

Jul 8, 20192 min read

America's Longest Expansion

It is July 2019 and it is now official: the current US economic expansion is the longest on record, turning 10 years old this month. ...

An Award Winning Portal

Steve Coker, CFP

Nov 11, 20171 min read

An Award Winning Portal

We are pleased to provide our clients with one of the best client portals in the industry. In fact, the Tamarac portal used by Cedarstone...

Can I Trust My Financial Advisor?

Steve Coker, CFP

Apr 4, 20162 min read

Can I Trust My Financial Advisor?

Can I trust my financial advisor? It is a legitimate question for an industry that is built on trust. And yet, a recent working paper...

A Letter from our President

Steve Coker, CFP

Jan 7, 20162 min read

A Letter from our President

As 2015 comes to a close and we begin a New Year, we are once again thankful and humbled by our clients and friends that helped make 2015...

Cedarstone Awarded Best of 2015 for Westlake Village

Steve Coker, CFP

Jul 15, 20151 min read

Cedarstone Awarded Best of 2015 for Westlake Village

Each year the Westlake Village Awards Program chooses a small business in each of its industry categories to receive a Best of Westlake...

Paul Lasiter Joins Cedarstone Advisors Investment Committee

Steve Coker, CFP

Nov 11, 20142 min read

Paul Lasiter Joins Cedarstone Advisors Investment Committee

Cedarstone Advisors announced today that Paul Lasiter has joined the firm’s investment committee. Paul currently serves as Vice...

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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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