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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...

2016 Cedarstone Investor Conference Recap

Steve Coker, CFP

Mar 18, 20163 min read

2016 Cedarstone Investor Conference Recap

We want to give a big thank you to all of our attendees and guest speakers at our annual Cedarstone Investor Conference. It was a great...

Buying High and Selling Low: Why Trading Can Destroy Your Portfolio

Steve Coker, CFP

Oct 26, 20154 min read

Buying High and Selling Low: Why Trading Can Destroy Your Portfolio

Like so many things in life, investing looks so easy when looking backward. When we look at a historical chart we all wish that we had...

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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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