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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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On 10 Years at Cedarstone Advisors

Steve Coker, CFP

Oct 11, 20242 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 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...

How to Get Your Social Security Statement

Steve Coker, CFP

Sep 28, 20241 min read

How to Get Your Social Security Statement

There was a time when the Social Security Administration would mail out annual statements showing your expected Social Security...

The Fed Starts Lowering Rates

Steve Coker, CFP

Sep 20, 20242 min read

The Fed Starts Lowering Rates

For the last two years the Federal Reserve has been on a cycle of raising the federal funds rate, also known as tightening fiscal policy,...

Think you may be laid-off from your job? Here are 9 things you should do now to prepare financially

Steve Coker, CFP

Sep 13, 20244 min read

Think you may be laid-off from your job? Here are 9 things you should do now to prepare financially

Once again we have been hearing from our clients about corporate “reorganizations”. Facing a “reduction in force” in corporate America...

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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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