May 26, 2020

The Ultimate Guide to Tax-Loss Harvesting and Rebalancing Mutual Funds and ETFs

By Griffin Sheehy, Financial Analyst With the market’s current state of affairs, tax-loss harvesting and rebalancing have become particularly relevant financial planning topics. Today, we’ll be discussing how these strategies work and the opportunities available in the current market. Opportunities in the Current Market Tax-loss harvesting and rebalancing are both […]
May 18, 2020

Week in Review: An Economic Outlook as States Reopen

By the Shone Wealth Management Team When we look at the market’s low on March 23 to where we stand today, it’s safe to say that it has been an interesting ride. We have started to see significant recovery — most notably in the market’s strong performance in April — […]
May 4, 2020

Reflecting on Another Month for the Financial Markets and Opportunities in Fixed Income

By the Shone Wealth Management Team It’s safe to say we could all use a little positive news these days. In April, the markets helped deliver on that need. Despite some volatility in the stock market toward the end of this week, the Dow Jones Industrial Average (DJIA) and the […]