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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.

Basics of Impact Investing

Doing Well and Doing Good: The Basics of Impact Investing

Do you ever wish that you could use your assets to make the world a better place—but still realize a return on your investments? Is there a cause—clean energy, sustainable agriculture, food safety, recycling—that you are passionate about and would love both to support and to benefit from? If you

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Self-Employed Entrepreneur

Thriving as a Self-Employed Professional

Many of us have had the dream: working your own hours and setting your own schedule; the freedom to travel when you want; working from your favorite coffee shop—or your couch at home—instead of an assigned cubicle. Whether you’re a freelancer, a “solopreneur,” or the owner of a small business

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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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