Our Insights

The passage of the Tax Cuts and Jobs Act of 2018 altered or eliminated the deductibility of many taxpayers’ favorite deductions, including charitable giving. But for many, especially thriving retirees and other wealthy Americans, giving to a cherished and worthy cause isn’t just about the tax benefits; it’s about the

Despite their higher earnings, most executives still have trouble managing their finances. While many people might think financial planning takes a one-size-fits-all approach, the reality is that the variables are different for executives than they might be, for say, a doctor or a lawyer.   As an executive, you need a

Finance experts and advisors will more often than not advise against buying individual stocks, but there is one exception to that rule: the company stock plan. People who don’t have much exposure to commerce or finance, such as technology employees, often miss out on this brilliant opportunity. Keep reading to

We are excited to announce today that our company will now be operating under a new name, Shone Wealth Management, effective immediately. This new company name, as well as our firm’s new website, logo, and other rebranding efforts, better reflects our unique value and the full breadth of services we

By Mark Shone, CFP® When it comes to succession planning in a family business, perhaps nothing sums up the pitfalls better than a proverb attributed to Andrew Carnegie: shirtsleeves to shirtsleeves in three generations. As bleak as the suggestion might be that family wealth will never reach the great-grandchildren stage,

By the Shone Wealth Management Team Before we dive into this week’s blog post, we wanted to check in and share that we have been thinking of you all. It has been a rough couple of weeks for our country, and we are sending our support to everyone on the