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!
Misconceptions About 529 Plans
Posted in: Articles
Just like the kids you’re saving college funds for, 529 plans are often misunderstood. Read on to learn how 529 plans are more flexible than you may think. They can be set up by anyone, for anyone, and used for a variety of education costs at all kinds of institutions, not just typical four-year colleges. […]
Read this articleMarket 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.
Read this articleShobe 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 […]
Read this articleShobe 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 […]
Read this articleShould 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 […]
Read this articleWill 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 […]
Read this articleShobe 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.
Read this articleShobe 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 […]
Read this articleShobe 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 […]
Read this articleYour Parent’s Financial Future: What You Can Do NOW
Posted in: Healthcare
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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