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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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Why Emerging Markets

Steve Coker, CFP

May 15, 20171 min read

Why Emerging Markets

For the past five years, emerging markets have returned only about 3 percent per year, compared to the US stock market’s 14 percent per...

Does An Advisor Add Value? An Update

Steve Coker, CFP

May 8, 20172 min read

Does An Advisor Add Value? An Update

About 2 years ago we presented research that showed that advisors can add as much as 3% per year when compared to the investment returns...

Happy Tax Freedom Day!

Steve Coker, CFP

Apr 24, 20171 min read

Happy Tax Freedom Day!

April 23rd, 2017 is Tax Freedom Day, the day when Americans, on the whole, have earned enough to pay for the nation’s tax burden. This...

Leaving California Taxation in Retirement

Steve Coker, CFP

Apr 17, 20173 min read

Leaving California Taxation in Retirement

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...

What is a Fair Share?

Steve Coker, CFP

Apr 3, 20172 min read

What is a Fair Share?

Ok. I’m a nerd. The nice thing is that I work with nerds. We spend a disproportionate amount of our ‘free time’ learning financial...

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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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