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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.

Stimulus News for Small Businesses and Tips for Economic Unrest

Stimulus News for Small Businesses and Tips for Economic Unrest

By the Shone Wealth Management Team Over the past week, we’ve seen more action from the federal government in response to the COVID-19 pandemic and its impact on the U.S. economy. Today, we’re summarizing some of the most significant developments you should know, especially as they relate to your personal,

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The Economy and the COVID-19 Pandemic

The Economy and the COVID-19 Pandemic

By the Shone Wealth Management Team After a long holiday weekend spent social distancing and in the comforts of our own homes, we started a new week that saw mixed results for the markets. U.S. stocks floated between positive and negative territory between Monday and Friday, following a winning streak

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4 Tax-Efficient Planning Strategies

4 Tax-Efficient Planning Strategies

By the Shone Wealth Management Team A financial plan is more than just a “game plan” to achieve your goals. It can also be your steady, guiding force during periods of uncertainty. Though we can’t control the stock market or what may happen next regarding the COVID-19 pandemic, we can

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Coronavirus and the Markets

Coronavirus and the Markets

By Mark Shone, President We are writing to update you on what we are doing operationally, what we are doing on your behalf, and to let you know that we are accessible to you. Shone Wealth Management is operating remotely due to the order of Contra Costa County. I am

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