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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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Am I saving enough for retirement?

Steve Coker, CFP

May 10, 20242 min read

Am I saving enough for retirement?

We all want to know whether we are saving enough for retirement, but we also want to know if we are doing a good job compared to our...

Tax Cuts Expiring

Steve Coker, CFP

Apr 26, 20242 min read

Tax Cuts Expiring

The Tax Cuts and Jobs Act (“TCJA”), originally passed in 2017, was one of the most significant tax cuts in U.S. history. It reduced...

Risk Realized

Steve Coker, CFP

Apr 19, 20242 min read

Risk Realized

So far, April has not been good for the stock market, which is now down almost 6% from its high at the end of March. The most significant...

The Cost of Chasing Fund Performance

Steve Coker, CFP

Apr 12, 20242 min read

The Cost of Chasing Fund Performance

It’s so easy to do and seems so reasonable. If you have a mutual fund that is underperforming, why not simply swap it out for a fund...

The Consumer Powerhouse

Steve Coker, CFP

Apr 5, 20241 min read

The Consumer Powerhouse

As anyone who has visited a mall or store recently can attest, Americans continue to shop. In fact, in large part, American consumers...

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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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