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Media/News


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!

  • Market Perspectives: Q2 2017 Newsletter

    Posted in: Business

    We have released our 2nd 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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  • Shobe Current News Q2 2017

    Posted in: Happenings at Shobe

    New Faces at The Shobe Financial Group We are excited to introduce our new interns at The Shobe Financial Group! Bailey McNamara and Reagan Payne, both students at LSU, have joined The Shobe Financial Group as interns for our Finance and Marketing departments. Bailey, a graduating Senior majoring in Finance, plans to become a Financial […]

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  • Shobe Current News

    Posted in: Happenings at Shobe

    Shobe Current News     Congratulations, Joseph! We are very proud of our newest team member, Joseph Dearman, for passing his Series 7 and Series 66 exams! Special Events The Shobe Financial Group is interested in contributing to the Baton Rouge community. This year Jason Windham, Junior Achievement board member and golf  tournament co-chair, helped coordinate the […]

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  • Should You Auto-Enroll Employees in Your 401(k) Plan?

    Posted in: Articles

    According to the Plan Sponsor Council of America (PSCA), more than half of all 401(k) plans enroll employees automatically. Yet just 19% of plans with fewer than 50 participants have this feature.1 Might automatic enrollment be right for your organization? What is automatic enrollment? Simply put, automatic enrollment means that employees are automatically enrolled in […]

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  • Will vs. Trust

    Posted in: Investments

    Is one Better Than the Other? When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you. What is a will? A will […]

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  • Shobe Quarterly Newsletter: Q1 2017

    Posted in: Articles

    We have just released our 1st Quarter 2017 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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  • Shobe Current News: Q3 2016

    Posted in: Happenings at Shobe

    We are pleased to welcome Joseph Dearman to our team. Joseph is from  Baton Rouge Louisiana. He graduated from LSU with a degree in Finance and a concentration in financial planning through the CFP Board-Registered Program. Joseph has always been interested in finance, but even more so after being financially self-reliant since 17.  This opened […]

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  • Shobe Current News Q4 2016

    Posted in: Happenings at Shobe

    New Faces at Shobe Mason Goynes and Derek Knight are joining The Shobe Financial Group as Finance interns. They will be assisting our financial advisors with maintaining current financial reports and preparing financial and investment exhibits. They are both students at Louisiana State University majoring in Finance with goals of becoming a CFP®.   Jacey […]

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  • Your Parent’s Financial Future: What You Can Do NOW

    Posted in: General Info

    Have a plan before you need a plan, because by the time you need one, it’s too late. Corey Luckett, CFP® The Shobe Financial Group No matter how young or old your parents are, you want to be preparing to help and, perhaps ultimately, handle their financial future. The up-coming need for managing their financial […]

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  • Evaluating Your Medicare Options – Shobe Insights: Q3 2016

    Posted in: General Info

    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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