It is important that we keep you updated on the current financial markets as well as what is going on in our Shobe family. On this page you will find recent news articles tailoring to the financial economy and announcements that relate to the happenings here at Shobe. Please feel free to look around and contact us with any questions or feedback!
National 529 Day: What You Need to Know
Posted in: News Articles
College tuition is a big bill to plan for, and even the best savings strategy may leave you struggling to keep pace with the rising cost of higher education. A 529 plan, however, is a different kind of savings plan — one that can not only grow with your child, but helps reduce your […]
Read this articleMarket Perspectives 2nd Quarter
Posted in: Press Releases
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 […]
Read this articleHappenings at Shobe
Posted in: Happenings at Shobe
Congratulations! We are excited to congratulate our Special Projects Coordinator, Connie Lieux, for passing her Series 9 examination. Upcoming Events! Maximizing Your Social Security & Medicare Benefits: May 5th from 1:30 to 1:30 p.m. May 5th from 4:00 to 6:00 p.m Contact us or visit shobe.com events page to register In the Community […]
Read this articleHow Can I Protect Myself from Digital Deception?
Posted in: Business
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 […]
Read this articleAlternatives to Long-Term Care Insurance
Posted in: Healthcare
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 […]
Read this articlePassing on Passwords
Posted in: Business
Privacy and password security is a major concern for many people these days. Everywhere we turn someone is trying to invade our privacy or gain access to our accounts. One way we have swayed or thwarted these attacks is to password protect our accounts and other important information. Over time, the increased use of passwords […]
Read this articleShobe in The Community
Posted in: Happenings at Shobe
The Shobe Financial Group was proud to sponsor and participate in CCLA’s 3rd Annual Country Club Classic this past weekend. This was a great community event and one that we look forward to each and every year! The Shobe Financial Group proudly competed in this year’s Our Lady of the Lake Black Tie Bingo […]
Read this articleCongratulations Are In Order!
Posted in: Happenings at Shobe
We are very proud of our intern, Mason Goynes, for passing his Series 7 exam! Also, congratulations are in order for Bailey McNamara who passed both her Series 66 and Series 7 Exams!
Read this articleFacing the Possibility of Incapacity
Posted in: Planning
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 […]
Read this articleMarket Perspectives: Q4 2017
Posted in: Investments
4th Quarter Quarterly Recap Macro factors affecting the economy and financial markets over the next six to twelve months include U.S. earnings growth, Federal Reserve policy, tax reform and interest rates. The Federal Reserve (Fed) continues to emphasize that monetary policy will follow the data. While the pace of a policy change is uncertain, barring […]
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