Newsletters Category

  • Market Perspectives: Q1 2017 Newsletter

    We have released our 1st Quarter 2017 Market Perspectives Newsletter, which contains Market Information. You can view it below or click here to view in a new window.

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  • Planning to Give – Shobe Insights: Q4 2016

    With the holiday season approaching many want to give back to their favorite charities or causes. A donor-advised fund (DAF) offers an easy way to make significant charitable gifts over a long period of time. A DAF is similar to a private foundation, but requires less money, time, legal assistance, and administration to establish and maintain. A […]

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  • Q4 Market Perspectives 2016

    We have released our 4th Quarter 2016 Market Perspectives Newsletter, which contains Market Information. You can view it below or click here to view in a new window.

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  • Shobe Quarterly Newsletter: Q4 2016

    We have just released our 3rd Quarter 2016 Newsletter, which contains recent articles and current Shobe Financial news. You can view it below or click here to view it in a new window.

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  • Evaluating Your Medicare Options – Shobe Insights: Q3 2016

    As Told By Edward Shobe, CFP®, CLU®: My wife and I originally had a Medicare Advantage plan, which we purchased after meeting with an insurance consultant. This plan was wonderful until we discovered there was no coverage when I was referred to a doctor outside of my network. We learned that my original plan was not […]

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  • Market Perspectives: Q3 2016

    We have released our 3rd Quarter 2016 Market Perspectives Newsletter, which contains Market Information. You can view it below or click here to view in a new window. Market Perspectives Newsletter Q3 2016 Like this article? Tell us why on Facebook! Want more helpful articles? Check out the Resources section!

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