Edit

Get Started with Shone Wealth Management

Our Insights

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.

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

Read More »
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

Read More »
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

Read More »
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

Read More »
Tax Strategies That 2020 Retirees Should Keep in Mind

Tax Strategies 2020 Retirees Should Keep in Mind

If you retired or plan to retire in 2020, there are a few special opportunities for some smart moves that could save you money at tax time, next April. And of course, there are also some tried – and – true principles to keep in mind regarding your retirement income

Read More »
Why Diversification is Your Best Friend When Investing

Diversification: Your Best Friend for the Long Haul

We often speak with clients about the importance of diversification in their investment holdings. But what is diversification, exactly, and how does it affect your portfolio? If diversification is so great, how do you achieve it, and how do you maintain it? We all know the old saying, “Don’t put

Read More »
Black_spot
Stay Connected

Don't Miss
a Beat

Subscribe to our newsletter to ensure you’re one of the first to receive our latest blog posts, company news, and more.

Don’t Miss a Beat

Subscribe to our monthly newsletter to ensure you’re one of the first to receive our latest blog posts, company news, and more.