Media Category


  • Quarter 1

    Market Perspectives 1st Quarter

      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 […]

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  • Pet Care

    Should You Consider a Pet Trust?

      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 […]

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  • Tradition Charitable Giving

    The Timeless Tradition of Charitable Giving

      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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  • Year-End Tax

    Your Year-End Tax Planning Checklist

    Year-end is fast approaching but it’s not too late to take advantage of tax planning opportunities for 2018.  Tax reform has changed the planning landscape and it’s best to find out how these changes may impact you before April 15th of next year. Sit down with your CPA before year end to review your personal […]

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  • Checklist

    Check This List –Twice– Before Year-End

    4th Quarter 2018 Shobe Insights As year-end approaches, here are some considerations. If anything has changed related to your income or goals that you’d like to discuss with us, contact us so we can review them with you. Mind Your RMDS Be thoughtful about required minimum distributions (RMDs) to ensure that you comply with the […]

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  • required minimum distributions (RMDs) from tax-deferred retirement

    It’s Time for Baby Boomers RMDs!

    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special about 70½? That’s the age when you must begin taking required minimum distributions (RMDs) from tax-deferred retirement accounts, including traditional IRAs, SIMPLE IRAs, SEP IRAs, SARSEPs, and 401(k), 403(b), and 457(b) plans. […]

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