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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.

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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Putting Pennsylvania and Wall Street Into Perspective

Putting Pennsylvania and Wall Street Into Perspective

You may be wondering how President-Elect Joe Biden’s victory and impending presidential term may impact the financial markets. It’s a natural question, especially if you’re a long-term investor. But research does not bear out any meaningful correlation between a particular political party and good or bad stock markets. It May

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Understanding the true value of financial advice

Understanding the True Value of Financial Advice

For many financial transactions in life, cost may be the most important factor. After all, once you know that you need a particular tool or you have your mindset on a certain appliance, the only thing that’s really important is where you can find it for the best price. But

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Managing the Emotional Complexity of Estate Planning

Managing the Emotional Complexity of Estate Planning

Estate planning, an essential part of sound financial stewardship, is nevertheless a process fraught with emotional implications. After all, estate planning contemplates the handling of assets and other matters following the death of the owner of the estate. For family members, longtime business associates, and others, this somber reality is

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Financial Planning & Investment Tips for Executive Women

Financial Planning and Investment Tips for Executive Women

Many women in the Baby Boomer generation and those close to it had their most formative years during a period when women weren’t typically considered financial decision makers. And yet, they came of age in a time of sweeping change, including the mass entry of women into the workforce and

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