Latest Articles - Shobe Financial Group

Latest Articles


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.

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  • 1st Quarter Market Perspectives 2020

    Posted in: Market Updates

    2020 kicks off an election campaign cycle that will determine the trajectory of the Trump policy agenda and its associated impact on the market. The U.S. economy is expected to expand moderately in 2020. Charting the Course for the 2020 Elections While the race for the presidency will dominate the headlines, the ultimate market and […]

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  • Start the New Year With an Organized Outlook

    Posted in: Press Releases

    The start of a new year is an ideal time to get things in order in your life and your finances. Schedule some time to check in on your accounts, organize tax documents and automate retirement contributions to help set yourself up for success. Winter 2020 market closures Monday, January 20:Martin Luther King Jr. Day […]

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  • 12 Resolutions for 2020

    Posted in: Press Releases

    Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on your financial well-being? Here are 12 resolutions that can help ensure your financial confidence in retirement. 1. Get your balance sheet in order You can’t expect to reach a goal without knowing where you’re starting from. […]

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  • Cybersecurity

    Posted in: News Articles

      With technology playing an increasingly important role in our world, it is important to be aware of the potential for scams. We need to be informed on the different types of cybersecurity threats and be ready to take the necessary measures to protect ourselves against a cyber-security breach of our electronic data (our passwords, […]

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  • For College Savings, 529 Plans are Hard to Beat

    Posted in: Education

    QUARTERLY UPDATE: 1st QUARTER 2020 Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college? Ideally, you want a savings vehicle that doesn’t impose arbitrary income limits on eligibility; lets you contribute a little or a lot, depending on what else happens to be going […]

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  • Qualified Charitable Distributions: Using Your IRA to Give from the Heart

    Posted in: Charitable

    QUARTERLY UPDATE: 1st QUARTER 2020 The Tax Cuts and Jobs Act roughly doubled the standard deduction ($12,200 for single filers and $24,400 for married taxpayers filing jointly in 2019) and indexed it for inflation through 2025. As a result, far fewer taxpayers will itemize deductions on their tax returns, and some people may be disappointed […]

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  • Financial Checklist

    Posted in: News Articles

    If you were incapacitated today, would your loved ones be able to quickly locate your important information or know how to handle your affairs? Many of us have a great handle on our finances, but our record-keeping systems might not be obvious to family members or friends who might need immediate access to them in […]

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  • How to Quarterback a Family Huddle

    Posted in: Family

    As you gather with loved ones for the holidays, consider discussing your legacy plans. When it comes to financial matters, it’s common for family members to have different visions, ideas and values, which can sometimes lead to breakdowns in trust and communication. As you gather with family for the holidays, consider having a frank, open […]

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  • Trim Your Future Tax Bill by Thinking Ahead

    Posted in: News Articles

    Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your 2019 tax savings – could be more than worth the effort. Consider adding one […]

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  • Don’t Let Thieves Ruin Your Holiday Season

    Posted in: Lifestyle

    Learn how to protect your identity when shopping online. Another holiday season is here, bringing new ways for cyber-thieves to attempt to steal your money or your identity. The FBI and other experts offer ways you can guard yourself against identity theft by following safe practices when shopping online. Have up-to-date virus protection on your […]

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