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Read the Shone Wealth Management blog to get our team’s take on the most pressing financial tips, trends, and questions.

Are you looking for sound advice to start your investment journey? Curious about the market’s movements or the latest action from the Fed? Wondering what you should keep in mind as you start retirement planning?

The Shone Wealth Management blog is your go-to resource for educational content and insights on the financial topics and trends you care about most. With every post, our team covers a wide range of topics and financial disciplines, including retirement planning, college education planning, tax planning, business succession planning, estate planning, and the markets and investments,among other areas.

Scroll down to see our latest blogs — and don’t forget to contact our team if you have feedback to share or a topic suggestion for a future post.

retire in an uncertain market sunset

Retiring in an Uncertain Market

You’ve worked hard for many years, and you’ve done a good job saving and investing. You’ve got a long-term financial plan for your retirement, and the time has come to step away from the daily grind and start enjoying more time spent doing the things that are most important to

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how to choose a financial advisor

What to Consider When Choosing a Financial Advisor

Over the past nine months, all of us have gotten a lesson in the power of planning for the unexpected. Aside from health uncertainties, many of us were faced with making complex and tough financial decisions. The proof showed up in the number of individuals — particularly younger investors —

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family philanthropy and creating a lasting legacy

Family Philanthropy: How to Create a Lasting Legacy

In our wealth management practice, we sometimes hear concerns about the commitment of the next generation to important charitable and philanthropic goals. These comments usually come from individuals who have done well and for whom giving back to others is a core value. Sometimes these clients worry about “the kids’”

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Financial Markets Predictions vs. Reality

The Financial Markets: Predictions vs. Reality

Have you heard the story of the man who predicted the Great Stock Market Crash of 1929? Karl G. Karsten, the proprietor of Karsten Statistical Laboratory in New Haven, Connecticut, demonstrated mathematically that the stock market was overvalued by as much as 25 percent, early in 1929. But Karsten himself,

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