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Press Releases Category

  • Why Skipping a Generation Can Be a Good Thing

    Shobe Insights 3rd Quarter 2018   Why Skipping a Generation Can Be a Good Thing The new tax law, passed in late December, temporarily raised the lifetime exclusion for estate, gift and generation-skipping taxes to just over $11 million per person. The higher exemption, which adjusts for inflation while in effect, sunsets at the end […]

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  • Market Perspectives Q3: Quarterly Recap

    Quarterly Recap Major macro factors affecting the economy and financial markets over the next six to twelve months include trade policy, interest rates, earnings growth, Federal Reserve (Fed) policy, and geopolitical uncertainty. The U.S. economy continued to expand at a moderate rate in the first half of 2018, although growth was a bit uneven across […]

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  • 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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