Father’s Day has been traditionally celebrated in America on the third Sunday in June now since 1910 to honor fatherhood and paternal bonds. Dads can be the hardest workers… the best role models… the best Little League and soccer coaches… and always the best spider and bug removers. As you’re celebrated on Father’s Day, have […]
Here is our Economic, Equity and Fixed Income Outlooks Newsletter for June 2022 with Summaries, Positives, Negatives, and Unknowns that may affect the #markets, including double digit decreased in pending and new home sales, #peakinflation, corporate balance sheets, consumer sentiment, #supplychain, #laborshortages, and the continuing Russian-Ukraine war. Download PDF.
Mr. Shen has founded American Lending Center, Sunstone Management, Sunstone Trust, and several other innovative enterprises. National business leader John Shen attended the official signing of the Commission to Study the Potential Creation of a National Museum of Asian Pacific American History and Culture Act into law at the White House on Monday, June 13th. […]
Asian American and Pacific Island Heritage Month is celebrated all across the ocean. From the shores of the western United States to Hawaii… throughout the Pacific Islands of Polynesia, Micronesia and Melanesia… all the way to the Asian continent. It also marks the anniversary of the completion of the six-year, 1,911-mile-long transcontinental railroad on May […]
Here is our Economic, Equity and Fixed Income Outlooks Newsletter for May 2022 with Summaries, Positives, Negatives, and Unknowns that may affect the #markets, including decreases in month-over-month ISM Manufacturing and ISM Services, pending home sales declines, #supplychain and #laborshortages, #Fedpolicy uncertainty, and the escalating war in Ukraine. Download PDF
Moms are the matriarch of our families. They’re powerful. They’re strong. They’ve juggled raising children with their careers so they deserve to be pampered. However you celebrate Mother’s Day, honor your Mom — or her cherished legacy. And if you haven’t yet had a conversation with your Mother about her trust, this is the perfect […]
We wish everyone a very Happy Easter with your family! Easter is a festive marker of spring, with its parades, Easter bonnets, and beautiful, fresh-cut flowers displayed on the brunch table. Have fun hosting or attending a gathering with family and friends. Walk in an Easter parade or enjoy watching children hunt for colorful Easter […]
Here is our Economic, Equity and Fixed Income Outlooks Newsletter for March with Summaries, Positives, Negatives, and Unknowns that may affect the markets. Download PDF
Sunstone Trust Company is a Trust Tech incubator for products and services that can benefit our clients and their financial teams, especially accountants. That is why we strongly believe that this new product by Zhen Wang, founder of Technology Credit can simplify your R&D Tax Credit and be very helpful to our clients. What Does […]
This is NOT an April Fool’s Joke. As the newest of only eight trust companies licensed by California, Sunstone Trust Company is serious about partnering with attorneys to help clients create high quality, tailored trusts and estate plans. That’s why we will reimburse your clients’ legal fees for creating or updating their estate plans when […]
Sunstone is a trust company chartered by the State of California (Certificate of Authority No. 2676). Sunstone is also a member of the Association of Trust Organizations, the Long Beach Area Chamber of Commerce, and the Greater Irvine Chamber.
