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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...
Steve Coker, CFP
Oct 11, 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...
Steve Coker, CFP
Oct 4, 20242 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...
Steve Coker, CFP
Sep 28, 20241 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,...
Steve Coker, CFP
Sep 20, 20242 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...
Steve Coker, CFP
Sep 13, 20244 min read