Shonsey Wealth Management

07/17/2026

But the story's not over. What's next?

07/10/2026

What savvy investors are watching now

06/29/2026

https://www.shonseywm.com/blog/business-succession-planning-built-last-vs-built-transfer

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out.Research suggests it usually doesn't.The Businesses That Quietly Run...

06/22/2026

Your portfolio is more than a performance number.

06/15/2026

This checklist shows you the difference.

06/08/2026

The years around retirement are when alignment matters.

06/05/2026

https://www.shonseywm.com/blog/estate-plan-looks-complete-paper

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

06/01/2026

Expense ratios have dropped a lot since 2005.

05/01/2026

We broke down markets into a 5-minute read

04/24/2026

Here's what savvy investors should know