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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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The 3 Most Common Portfolio Mistakes

Steve Coker, CFP

Oct 42 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...

Getting Your Docs In Order for Aging Parents

Steve Coker, CFP

Jun 24, 20193 min read

Getting Your Docs In Order for Aging Parents

Aging can be difficult, and at some point, many of us will need some help taking care of our own affairs. When that time comes, it is...

Giving Back

Steve Coker, CFP

Jun 14, 20192 min read

Giving Back

On July 13th Cedarstone Advisors will hold its 5th Annual Give Back Day at Children’s Hunger Fund in Sylmar. This is one of my favorite...

Why Bonds?

Steve Coker, CFP

Jun 3, 20193 min read

Why Bonds?

Surprise! Interest rates are falling. The 10-Year Treasury rate has fallen from 2.6% at the beginning of the year to a 2.18% as of the...

Finding Contentment

Steve Coker, CFP

May 16, 20194 min read

Finding Contentment

I have written in the past about contentment and after several conversations with clients this week, I feel the need to once again share...

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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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