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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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Is Your Advisor Being Honest?

Steve Coker, CFP

Jan 9, 20173 min read

Is Your Advisor Being Honest?

Let’s face it. It is incredibly difficult to determine whether your financial advisor is doing a good job. Despite the immense amount...

A Letter from our President in 2017

Steve Coker, CFP

Jan 2, 20172 min read

A Letter from our President in 2017

With 2016 officially behind us it is time to reflect on where we have been and more importantly, where we are heading here at Cedarstone....

Giving Wisely

Steve Coker, CFP

Dec 19, 20162 min read

Giving Wisely

A man came to my door this week to ask for money. He held up a series of papers with official-looking seals, claiming that these...

Tax Reform Taking Shape

Steve Coker, CFP

Dec 12, 20163 min read

Tax Reform Taking Shape

While Trump’s specific agenda for his administration is still being formed, one significant proposal on the table is a major overhaul of...

California's Vulnerable Counties

Steve Coker, CFP

Nov 20, 20161 min read

California's Vulnerable Counties

While California’s overall economy continues to grow, there are still parts of the Golden State that are struggling, remaining stagnant,...

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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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