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.

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!


  • How Grandparents can teach financial lessons

    Posted in: Education

    Money lessons are among the most important instructions that kids must learn at home. Parents can help a child to become responsible with their finances by teaching lessons on saving money for items you want, for example. Apart from moms and dads, grandparents — who have plenty of life experiences to share with the young […]

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  • Giving Wisely to Maximize Your Charitable Impact

    Posted in: Charitable

    Two new studies conducted at the University of Chicago and Northwestern University found that giving to others makes us happier than giving to ourselves. To help you share this joy, here are some ideas for end-of-the-year giving, although there’s no need to wait. Generosity doesn’t have a deadline. Write a check or donate items You […]

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  • Happy National Dollar Day!

    Posted in: News Articles

      Happy National Dollar Day! While the dollar may not go as far as it used to, it’s still an important currency whether you are spending one or saving. Here are some fun facts about the dollar bill in honor of #DollarDay.   The average $1 bill circulates for 5.8 years. The dollar represents 45% […]

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  • Focusing on Financial Progress

    Posted in: Lifestyle

    Many of us may think waiting ‘til January 1 to implement financial change is the way to go, but trying to tackle multiple goals at once may just be too much. It makes much more sense to slowly and steadily tackle your financial objectives – so why not start now?™ Start Small Changing habits may […]

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  • 3rd Quarter Market Perspectives 2019

    Posted in: Market Updates

    President Trump’s infamous tweets on trade continue to spark serious disputes between the world’s most influential superpowers as a fickle Federal Reserve (Fed), rising recessionary fears, and the upcoming U.S. presidential election top the list of potential domestic risks. Mix in a global economic slowdown, Brexit uncertainty, Italy’s budget crisis, escalating tensions with Iran, the […]

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  • Online Shopping Musts

    Posted in: Lifestyle

    Billions of dollars will be spent online in the next month and while most transactions will be uneventful, online shopping security is not a given. These tips can help. Have up-to-date virus protection on your computer that also scans for malware. Before you enter credit card information at a retailer’s website, check to make sure that the […]

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  • Financial Advice for Recent College Graduates

    Posted in: Education

    You’ve put in the hard work as a college student and finally received your diploma. Now you’re ready to head out on your own. And though you may not have given much thought to your financial future when you were in college, you have new financial challenges and goals to consider. Fortunately, there are some […]

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  • Are You and Your Partner on the Same Retirement Page?

    Posted in: Lifestyle

    In 2018, Fidelity Investments asked couples how much they think they will need to save for retirement to maintain their current lifestyle. Believe it or not, 49% said they had “no idea.” Over half the survey respondents – 54% – disagreed on the amount needed to retire, and 43% had differing answers when asked their planned retirement age. In some ways, that’s not surprising […]

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  • Shobe Current News

    Posted in: Happenings at Shobe

    QUARTERLY UPDATE: 3rd QUARTER 2019 Welcome Back! We are happy to welcome back Erin Sigur Sibley from her maternity leave! Both she and baby Landry Kate are doing wonderfully! Congratulations! We are proud to announce Bailey McNamara has earned her CERTIFIED FINANCIAL PLANNER™ Certification (CFP®) and has been promoted to a Financial Planner! Congratulations! We […]

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  • A Circle of Care

    Posted in: Lifestyle

    QUARTERLY UPDATE: 3rd QUARTER 2019 You’ve heard it before: Americans are living longer. Advances in medicine and technology have increased our longevity as well as our quality of life. But the latter doesn’t just happen by accident. It takes a savvy senior and a well-orchestrated team to pull together all the resources needed to maintain […]

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