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2018 Cedarstone Investor Conference Recap

Writer: Steve Coker, CFPSteve Coker, CFP

Updated: Apr 13, 2022


We want to thank everyone who was able to join us for this year's investor


conference. With over 60 in attendance, this year's conference was our largest to date. The morning began with a delicious breakfast followed by a comprehensive look at the new tax law by guest presenter Paul Lasiter. Next, we heard from our President, Steve Coker, who provided a look at the recent market turmoil and gave us an idea of what we could expect going forward. We then heard from Hannah Boundy, who spoke about the various ways we view money and how to talk about money with our loved ones. Finally, Matt Davis shared The Cedarstone Way of investing and why we believe what we believe when it comes to financial planning and building a portfolio that meets your needs. If you weren't able to join us this year, you can view this year's presentation by clicking here.

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DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

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