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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.

Executives Guide to Financial Planning

The Executive’s Guide to Financial Planning

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

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How Should I Manage My Company Stock Plan?

How Should I Manage My Company Stock Plan?

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

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Succession Planning in a Family Business: What to Consider

Succession Planning in a Family Business: What to Consider

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,

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