June 1, 2020
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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
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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
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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
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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 […]
April 27, 2020
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Stimulus News for Small Businesses and Tips for Economic Unrest

By the Shone Wealth Management Team Over the past week, we’ve seen more action from the federal government in response to the COVID-19 pandemic and its impact on the U.S. economy. Today, we’re summarizing some of the most significant developments you should know, especially as they relate to your personal, […]