Stay up to date with everything going on here at The Shobe Financial Group and the financial world around us. On this page you can search our recent articles tailoring to the financial economy and announcements that relate to the happenings here at Shobe.
You can also find helpful links to website and register for any upcoming events. Please feel free to look around and contact us with any questions or feedback!
Event: Social Security & Medicare Benefits
Posted in: Happenings at Shobe
Quarterly Update: 2nd Quarter 2019 Maximizing Your Social Security & Medicare Benefits: May 14th from 11:00 a.m. to 1:00 p.m. Contact us or visit shobe.com events page to register
Read this articleEvent: Shobe’s Annual Crawfish Boil and Jambalaya Social
Posted in: Happenings at Shobe
Quarterly Update: 2nd Quarter 2019 Shobe’s Annual Crawfish Boil and Jambalaya Social April 13th from 2:00 p.m. to 5:00 p.m. Rain or Shine– Large tent provided! We hope you are able to join us!
Read this articleThank you for 36 years
Posted in: Happenings at Shobe
Quarterly Update: 2nd Quarter 2019 Thank you! Thank you to our clients for your trust. As we move forward into our 37th year, we want only the best for you and those that come to us.
Read this articleNew Employee Welcome
Posted in: Happenings at Shobe
Quarterly Update: 2nd Quarter 2019 Welcome! We are happy to welcome our newest employee, Jennifer Trahan as executive assistant. Jennifer joins the Shobe Financial Team with previous experience in the service, energy, mortgage, and financial industries. She incorporates her creative design into presentations, problem-solving, and function throughout the office.
Read this articleRisk Management Demystified
Posted in: Insurance
Quarterly Update: 2nd Quarter 2019 Let’s face it: Life is a risk. That’s why risk management is a crucial part of a long-term financial plan. When it comes to investments, we’re talking diversification and asset allocation. When it comes to your family, health, property and income, we’re talking insurance. But what kind of coverage do […]
Read this articleNine Things a Business Owner Should Know After Tax Reform
Posted in: Business
Quarterly Update: 2nd Quarter 2019 As a business owner, you should be aware of some recent federal tax legislation changes. Many of the changes can affect the bottom line for the business as well as you as the business owner — some in a good way and some in a bad way. 1) The taxable income […]
Read this articleBeing Successful in Business: Spoken from 36 Years of Experience
Posted in: Business
1st Quarter Shobe Insights 2019 While hard work and tenacity are important in maintaining a business, there are some key factors that contribute largely to a business’ long-term success. Celebrating being a part of the Baton Rouge business community for 36 years, we offer our own experience in building business longevity: Build a great […]
Read this articleMarket Perspectives 1st Quarter
Posted in: Investments
The 2019 economic outlook is dominated by many of the same themes of a year ago. While fiscal stimulus (tax cuts and government spending) should provide support in the near term, labor market conditions will become more binding, Federal Reserve (Fed) policy is set to become tighter, and trade policy adds uncertainty. There are […]
Read this articleShould You Consider a Pet Trust?
Posted in: Estate
Many pet owners see their beloved animals as a part of the family – but if something were to happen, who would make sure Spot was taken care of? Would someone provide him with needed food, water, and medicine? Would he end up at a local animal shelter? For some, knowing the answer to […]
Read this articleThe Timeless Tradition of Charitable Giving
Posted in: Charitable
Charitable giving is a tradition for many of us, but did you know that tradition is as old as time? In fact, the name for doing good – philanthropy – derives from the ancient Greek term for the love of humanity. Like everything, things have evolved considerably since the term was coined. Today’s giving […]
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