July 1, 2020

Shone Asset Management Announces Name Change to Shone Wealth Management

We are excited to announce today that our company will now be operating under a new name, Shone Wealth Management, effective immediately. This new company name, as well as our firm’s new website, logo, and other rebranding efforts, better reflects our unique value and the full breadth of services we […]
June 25, 2020

Succession Planning in a Family Business: What to Consider

By Mark Shone, CFP® When it comes to succession planning in a family business, perhaps nothing sums up the pitfalls better than a proverb attributed to Andrew Carnegie: shirtsleeves to shirtsleeves in three generations. As bleak as the suggestion might be that family wealth will never reach the great-grandchildren stage, […]
June 12, 2020

The Paycheck Protection Program Changes, Explained

By the Shone Wealth Management Team Before we dive into this week’s blog post, we wanted to check in and share that we have been thinking of you all. It has been a rough couple of weeks for our country, and we are sending our support to everyone on the […]
June 1, 2020

What We’re Watching in the Financial Markets

By the Shone Wealth Management Team With jobless claims at the highest rate since the Great Depression and most health officials warning that the number of persons infected with the novel Coronavirus is still rising, it’s hard to understand why the financial markets have climbed 7–8% during May (at this […]
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 […]