July 24, 2017

Long-Term Care and Medicare Services Available to You as a Benefit of Being Our Client

It’s challenging to find an objective resource when it comes to healthcare issues, particularly in the areas of Medicare and long-term care. As some of you may know, we have retained the services of Allen and Eileen Hamm of Superior LTC to assist our clients in these areas. Allen has […]
July 24, 2017

Trending Technology

Social Security(SS)Analyzer enables clients to optimize Social Security claiming strategies. Primarily, it assists clients in making informed decisions about what age to claim Social Security benefits to maximize lifetime benefits. It also allows clients to understand how to best coordinate individual benefits with spousal benefits, computes break-even analysis for delayed claiming […]
July 24, 2017

What’s New At Shone Asset Management?

July 24, 2017

Headlines, Markets and Guiding Principles

Headlines: Thus far in 2017 there is a very large gap between the volatility of headlines and volatility in markets. The voices have been very loud on many fronts including politics, global events, and plenty of market predictions. Market predictions have been the norm for a long period of time with the […]
November 9, 2016

Richard Gross has joined Shone Asset Management

Press Release 11/7/16   Richard Gross has joined Shone Asset Management Walnut Creek, CA   Shone Asset Management, LLC   November 7, 2016 – We are proud to announce that Richard Gross, CFP®, CMFC®, MBA has joined Shone Asset Management in Walnut Creek. Richard has extensive experience helping clients with retirement planning, […]