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Press Releases Category

  • Can I Convert my traditional IRA to a Roth IRA in 2018?

      If you’ve been thinking about converting your traditional IRA to a Roth IRA, this year may be an appropriate time to do so. Because federal income tax rates were reduced by the Tax Cuts and Jobs Act passed in December 2017, converting your IRA may now be “cheaper” than in past years. Anyone can […]

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  • Market Perspectives 2nd Quarter

    Quarterly Recap Major macro factors affecting the economy and financial markets over the next six to twelve months include interest rates, earnings growth,  monetary policy, and global economic growth. Economic data for January and February suggest a soft start to the year, but growth is widely expected to remain strong in 2018-19, supported by expansionary […]

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  • Happenings at Shobe

    Congratulations!   We are excited to congratulate our Special Projects Coordinator, Connie Lieux, for passing her Series 10 examination! We can’t wait to see what she achieves next.         We are also excited to welcome Mason Goynes as he moves up from Intern to Financial Services Associate!           […]

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  • How Can I Protect Myself from Digital Deception?

      Imagine that you receive an email with an urgent message asking you to verify your banking information by clicking on a link. Or maybe you get an enticing text message claiming that you’ve won a free vacation to the destination of your choice — all you have to do is click on the link […]

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  • Alternatives to Long-Term Care Insurance

      The costs of long-term care can be overwhelming, potentially exhausting retirement income and savings. You may be thinking about buying long-term care insurance (LTCI) to help cover some of the potential costs of long-term care, but LTCI can be expensive, and if you do buy the coverage, you probably hope you never have to […]

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  • Facing the Possibility of Incapacity

    Incapacity means that you are temporarily or permanently unable to take care of yourself or your day‐ to‐day affairs. Incapacity can result from serious physical injury, mental or physical illness, advancing age, and alcohol or drug abuse. Incapacity can strike anyone at anytime. Planning ahead can ensure that your wishes are carried out . Plan Ahead […]

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