2018 Third Quarter Market Commentary
October 8, 2018
Investor Series – Putting It All Together
October 19, 2018

Mark Shone Celebrates 30 Years In the Industry!

30 Observations and Things I’ve Learned From 30 Years in the Industry

  1. Be nice to people in every interaction. You will be a happier person by making other people happy.
  2. We all must suffer from of one of two things in life. The pain of discipline or the pain of disappointment.
  3. Take some time to mentor the youth in our society. You will learn more from them than you teach.
  4. People tend to be better decision makers when they are financially independent because the fear is gone. Try to make decisions without fear throughout your career and before you are financially independent.
  5. It’s important to know what motivates people to be a better leader.
  6. Kids and coworkers will only pay attention to what you say if they agree with what you do.
  7. Sleep and exercise are underrated.
  8. Knowing what you don’t know is as important as being confident in what you do know.
  9. Even though being appreciated is very important, giving truly is more powerful than receiving.
  10. Remember the struggles and how you overcame them because it will help with the next struggle around the corner.
  11. There are two types of people. Ones that wallow when they get knocked down and ones that get up…..be the one that gets up…over and over again.
  12. You don’t have to be perfect in things you are doing but you do have to choose to be great.
  13. There are capable people from every walk of life. College, no college, trade school and on and on.
  14. Success is self defined.
  15. Office building elevators are the places where you will really understand how people feel about a company.
  16. When coaching kids, try to treat those kids as kindly and with as much passion for coaching as if they were your own. It’s an important relationship for them and they’ll never forget.
  17. In order to play golf well all things in your life have to be in good order.
  18. Father/daughter,son relationships are downright magical and hugely important.
  19. Have somebody relentlessly give you a hard time about saying uhhhh and you know in conversations and speeches because uhhhhh it’s beyond annoying and you can break the habit.
  20. Find people you trust to mentor you and pay close attention.
  21. You are a combination of the 5 people you spend the most time with….make good choices.
  22. Financial markets are unpredictable but that wont stop people from trying to predict them.
  23. You will spend some degree of time saying to yourself “why didn’t i think of that?”
  24. Life and careers go fast so be bold and take your shots.
  25. People who stay close and work on relationships with family and friends are happiest.
  26. Mindset is important. When somebody ask how you’re doing and you say “not too bad” is that the standard? Use positive language.
  27. Spend time listening to our elders and pay attention. They have so much knowledge.
  28. There really isn’t such a thing as Karma. There are decisions and outcomes.
  29. Assume positive intent. Many people assume people are trying to get one over on you and will be too skeptical. Assume people have the right intentions.
  30. 30 years is a long time but it goes by fast so enjoy the ride and try to grow everyday

 

President, Mark Shone 

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Mark Shone CFPMark Shone, CFP
President

Phone: 925.472.0874
Mobile: 925-209-3771
Fax: 925-472-0884
E-mail: mshone@shoneassetmgmt.com

Mark Shone, CFP®, founder of Shone Asset Management LLC, is responsible for all aspects of Financial Planning and Asset Management at Shone Asset Management and works directly with clients of the firm. He has been in the business since 1988 and founded the firm in 2005 as a fee only financial planning and asset management business. Prior to founding Shone Asset Management, he was a Managing Director and Neuberger Berman and Lehman Brothers. Mark has a degree in Finance from California State University, Sacramento, competed his certificate in taxation at UCLA and completed a course of study at the Wharton School.

Mark enjoys helping families and clients map out the financial life they want to create and helping them by making smart decisions over time. He has extensive experience speaking on and guiding clients through topics such as retirement planning, preparing for the cost of education, investment allocation strategies, estate planning topics, insurance and behavioral finance. He is committed to helping clients maximize their full wealth potential.

In his spare time Mark enjoys golfing, is an avid sports fan and is a drummer for the band Stagefrite which plays cover songs from the 80’s to today.

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Gail Markham

Director of Client Service

Gail has worked in the Financial Services industry since 1983; as a Bank Manager, and as an Investment Advisor as well as Compliance Manager for major Wall Street firms.  She is a graduate of the University of the Pacific.

Gail is a long time resident of the East Bay.  She lives in Walnut Creek with Will, her husband of 26 years.  She has two children, Jack & Kelly who are college students.

Gail enjoys golf, hiking, traveling, gardening, wine and college basketball.

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Griffin Daniel Sheehy

I came on board with Shone Asset Management in 2016 and as Financial Associate, I provide support in the areas of investment planning, financial planning, and portfolio management. I am a graduate of Cal Poly San Luis Obispo’s Orfalea College of Business where I earned a Bachelor of Science of Quantitative Economics concentrated in Financial Management. Post-graduation, I went straight to work for Waddell & Reed, which is a large advisory firm that specializes in financial and investment planning. I started there in an assistant-type role until earning my Series 7 and Series 66 licenses and at that time promptly transitioned into an Advisor Associate role. Having those licenses allowed me to not only engage in full support on the client servicing side, but in the financial and investment planning process as well. This is where I learned just how critical developing, implementing, and constantly reviewing a solid all around plan is to the success of one’s financial goals. While in college, I interned at Northwestern Mutual in Sacramento where I earned my Insurance License and was educated in the value of managing the risk of unforeseen events in life. I also interned at a small commodities market research firm based in Petaluma, California called Streetwise Reports.

I am married and in my free time I enjoy outdoor activities with my beautiful wife like taking beach trips and hiking. I also enjoy playing sports in local leagues for baseball and basketball.