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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!

  • Facing 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 […]

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  • Market 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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  • Insights Newsletter: After Disaster Strikes

    Posted in: Planning

    Our 3rd Quarter (Q3) 2017 Shobe Financial Group Insights Newsletter has been released. This newsletter includes some tips to follow when looking to help those affected by the storm and a after disaster checklist. You can view it below or click here to view in a new window.  

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  • Shobe Insights: Q2 2017 Newsletter

    Posted in: Planning

    Our 2nd Quarter 2017 Shobe Insights Newsletter has been released. This months article covers Raising Financially Aware Children. You can view it below or click here to view in a new window.  

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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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  • 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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  • Shobe Current News 1st Quarter 2016

    Posted in: Happenings at Shobe

    Congratulations! We are excited to announce three promotions in our office. Corey Luckett, CFP®, AIF®, has been promoted to Assistant Vice President. The position reflects his valuable six years at The Shobe Financial Group, as well as his demonstration of the firm’s core values time and time again by putting his clients first.   Nina […]

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  • Giving Back – Shobe Insights: Q4 2015

    Posted in: Happenings at Shobe

    Would you rather read this in pdf form? Click here! GIVING BACK AT THE SHOBE FINANCIAL GROUP The Shobe Financial Group deeply cares about contributing to the Baton Rouge community. In an effort to support the well-being of the community’s smaller inhabitants, we held two information sessions spotlighting the development of Our Lady of the Lake […]

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  • Shobe Current News 4th Quarter 2015

    Posted in: Happenings at Shobe

    New Faces at The Shobe Financial Group Jessica Petrilak recently joined The Shobe Financial Group as the new Client Services Associate. She graduated from Louisiana State University with her Bachelor’s in Interdisciplinary studies. Jessica has over eight years of experience working in the insurance and investment field. Jessica will be assisting our financial planners with […]

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  • Shobe Current News 3rd Quarter 2015

    Posted in: Happenings at Shobe

    A New Face at The Shobe Financial Group Nina Wager recently joined The Shobe Financial Group as the new Executive Assistant for Edward Shobe. She graduated from Southeastern University with a Bachelor’s degree in Marketing. Nina has several years of experience working in sales, marketing and communications. Her background will be a welcome asset to […]

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