March 30, 2020
By the Shone Wealth Management Team Over the next month, we will be publishing weekly write-ups that will give you updates on the markets and actions we are taking on behalf of our clients. Below, you will find a recap of the latest news you should know, plus what to […]
March 19, 2020
By Mark Shone, President We are writing to update you on what we are doing operationally, what we are doing on your behalf, and to let you know that we are accessible to you. Shone Wealth Management is operating remotely due to the order of Contra Costa County. I am […]
March 4, 2020
By Griffin Sheehy, Financial Analyst The most meaningful things in life tend to be more marathons than they are sprints. Whether it’s earning your Ph.D., becoming a lawyer, or working your way up the corporate ladder, for instance, these things take time. You’re not going to decide to be a […]
April 23, 2019
Married Couples Should… Take Key Steps Review Accounts and Assets – Hire an estate attorney. They will aid in drafting and updating wills. – Build a relationship with a financial advisor both you and your spouse have confidence in. -Ensure each spouse gives executor permission to manage assets -Set up […]
April 10, 2019
Investors in virtually all major asset classes were richly rewarded in 1Q2019. US stocks posted their largest one-quarter gain since 3Q2009. As measured by the Wilshire 5000 Total Market Index, US stocks were +14.23% from January 1 – March 31, 2019. International stock investors also experienced excellent returns, with the […]