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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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Tax Tip: The Backdoor Roth IRA

Steve Coker, CFP

Nov 22 min read

Tax Tip: The Backdoor Roth IRA

Do you find yourself with some extra cash as the year comes to an end? By this time of year, many of our higher earning clients have...

Year End Tax Planning Opportunities 2024

Steve Coker, CFP

Oct 252 min read

Year End Tax Planning Opportunities 2024

It is time to start year-end tax planning! It is hard to believe that 2024 is already coming to a close. With the elections less than two...

Consumers are in a bad mood

Steve Coker, CFP

Oct 183 min read

Consumers are in a bad mood

The stock market is setting record highs, the economy is showing surprising strength, unemployment is low, and yet US consumer sentiment...

On 10 Years at Cedarstone Advisors

Steve Coker, CFP

Oct 112 min read

On 10 Years at Cedarstone Advisors

Today Cedarstone Advisors turns 10 years old! On October 13th, 2014, Cedarstone Advisors was officially launched. The idea behind...

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...

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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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