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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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Tax Treatment of Donor Advised Funds

Steve Coker, CFP

Mar 23, 20242 min read

Tax Treatment of Donor Advised Funds

Donor Advised Funds (“DAF’s”) are an excellent way to achieve your charitable goals. We are big fans of these instruments, especially...

Rebalancing: Self-Discipline in Buying Low and Selling High

Steve Coker, CFP

Mar 15, 20242 min read

Rebalancing: Self-Discipline in Buying Low and Selling High

One of the often-quoted tenets of good investing is to buy low and sell high. Similar to commercial spending – you want to purchase...

On Elephants and Donkeys

Steve Coker, CFP

Mar 8, 20242 min read

On Elephants and Donkeys

During my 20 years of professional investing experience, I have learned that political considerations rarely matter as much as the papers...

Inflation under 3%

Steve Coker, CFP

Mar 1, 20241 min read

Inflation under 3%

This week the Federal Reserve’s preferred measure of inflation, the PCED or Personal Consumption Expenditures Deflator, fell below 3% for...

Inheriting an IRA? 4 key rules you should know

Steve Coker, CFP

Feb 25, 20243 min read

Inheriting an IRA? 4 key rules you should know

If you have been named as the beneficiary of an IRA then you should know that inheriting an IRA is different from inheriting other...

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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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