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 […]
March 4, 2020

What Drives Long-Term Stock Market Returns?

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

Estate Planning – For the Inexperienced

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

2019 First Quarter Investment Market Report

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 […]
April 10, 2019

Risk & Return – Part 2

“In an effort to give our clients a look under the hood of our firm, please see the first write up of our series on risk and return from our financial analyst and investment committee member Griffin Sheehy.” – Mark Shone CFP® Diversification and the Efficient Frontier As previously mentioned, […]