Our Insights

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

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

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