July 30, 2018

Investor Series – Process

Analysis of securities is of high importance when providing financial and investment advice. It generally falls into two categories that can be classified as qualitative and quantitative. When performed at a high level, the analysis effectively takes the shape of a blend of art and science. A perfect metaphor is […]
July 11, 2018

Minimizing Risk

Best Practices to Protect Yourself from fraudulent activities or hacking attempts.   Protect your information with these tested strategies: ­   *Secure phone and computer networks with up-to-date antivirus software and take precautions in public hotspots ­ and free Wi-Fi places. *Be password savvy by changing all default passwords especially […]
July 9, 2018

Whose new at Shone Asset Management

We are proud to announce that our former intern,  Brianna Gutierrez, has joined Shone Asset Management as a Marketing and Planning Associate. Brianna graduated from Saint Mary’s College with her degree in Finance and her future is very bright. Please welcome her as she embarks on what is sure to […]
July 9, 2018

Market Volatility

Volatility in the markets has always fluctuated. It is never constant. There are periods of relative calm that are then accompanied by periods of massive fluctuations, both in positive and negative directions. Generally, these fluctuations are a result of market forces reacting to major news and rumors. Recently, these reports […]
July 9, 2018

T.D. Ameritrade Institutional Elite LINC

Mark Shone meeting with the legendery Mike “Coach K” Krzyzewski at the recent #TDAMERITRADE #ELITELINC conference! “Where you’ve gone is not as important as we’re you’re going”. Advice from Coach K himself!