November 16, 2020
financial markets

The Financial Markets: Predictions vs. Reality

Have you heard the story of the man who predicted the Great Stock Market Crash of 1929? Karl G. Karsten, the proprietor of Karsten Statistical Laboratory in New Haven, Connecticut, demonstrated mathematically that the stock market was overvalued by as much as 25 percent, early in 1929. But Karsten himself, […]
November 11, 2020
Shone-Wealth-Pennsylvania-Wall-Street

Putting Pennsylvania and Wall Street Into Perspective

You may be wondering how President-Elect Joe Biden’s victory and impending presidential term may impact the financial markets. It’s a natural question, especially if you’re a long-term investor. But research does not bear out any meaningful correlation between a particular political party and good or bad stock markets. It May […]
October 22, 2020
understanding financial advice

Understanding the True Value of Financial Advice

For many financial transactions in life, cost may be the most important factor. After all, once you know that you need a particular tool or you have your mindset on a certain appliance, the only thing that’s really important is where you can find it for the best price. But […]
September 30, 2020
managing the emotional complexity of estate planning

Managing the Emotional Complexity of Estate Planning

Estate planning, an essential part of sound financial stewardship, is nevertheless a process fraught with emotional implications. After all, estate planning contemplates the handling of assets and other matters following the death of the owner of the estate. For family members, longtime business associates, and others, this somber reality is […]
September 23, 2020
Financial Planning & Investment Tips for Executive Women

Financial Planning and Investment Tips for Executive Women

Many women in the Baby Boomer generation and those close to it had their most formative years during a period when women weren’t typically considered financial decision makers. And yet, they came of age in a time of sweeping change, including the mass entry of women into the workforce and […]