April 20, 2020

The Economy and the COVID-19 Pandemic

By the Shone Wealth Management Team After a long holiday weekend spent social distancing and in the comforts of our own homes, we started a new week that saw mixed results for the markets. U.S. stocks floated between positive and negative territory between Monday and Friday, following a winning streak […]
April 13, 2020

4 Tax-Efficient Planning Strategies

By the Shone Wealth Management Team A financial plan is more than just a “game plan” to achieve your goals. It can also be your steady, guiding force during periods of uncertainty. Though we can’t control the stock market or what may happen next regarding the COVID-19 pandemic, we can […]
April 6, 2020

The CARES Act, the Markets, and Your Long-Term Financial Plan

By the Shone Wealth Management Team It’s a new month, and a new chapter for the global markets, economy, and policy space. Below, we’re taking a look at some of the most important updates you should know, plus tips to help you capitalize on some of the latest developments. Key […]
March 30, 2020

How Recent Market and Economic Events Affect Your Financial Picture

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

Coronavirus and the Markets

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 […]