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!


  • Pursuing Your Passions – Your New Calling

    Posted in: Business

    From childhood dreams to higher education to pounding the proverbial pavement, a lot goes into establishing and advancing a chosen career. So when thoughts arise about a change, common questions can follow. What am I thinking? Is this possible? Do I want to be the “new person” again? Or, if the change comes from a […]

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  • 2nd Quarter Market Perspectives 2019

    Posted in: Business

    Despite numerous headwinds, 2019 is gearing up to be a celebratory year with record-breaking achievements on many financial and economic fronts. The U.S. economy and various financial markets are poised to achieve historic milestones, some set to take place in the upcoming quarter. The U.S. is the beacon of the global economy, with positive growth […]

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  • Event: Social Security & Medicare Benefits

    Posted in: Happenings at Shobe

    Quarterly Update: 2nd Quarter 2019 Maximizing Your Social Security & Medicare Benefits: May 14th from 11:00 a.m. to 1:00 p.m. Contact us or visit shobe.com events page to register  

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  • Event: Shobe’s Annual Crawfish Boil and Jambalaya Social

    Posted in: Happenings at Shobe

    Quarterly Update: 2nd Quarter 2019 Shobe’s Annual Crawfish Boil and Jambalaya Social April 13th from 2:00 p.m. to 5:00 p.m. Rain or Shine– Large tent provided! We hope you are able to join us!    

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  • Thank you for 36 years

    Posted in: Happenings at Shobe

    Quarterly Update: 2nd Quarter 2019   Thank you! Thank you to our clients for your trust. As we move forward into our 37th year, we want only the best for you and those that come to us.  

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  • New Employee Welcome

    Posted in: Happenings at Shobe

    Quarterly Update: 2nd Quarter 2019 Welcome! We are happy to welcome our newest employee, Jennifer Trahan as executive assistant. Jennifer joins the Shobe Financial Team with previous experience in the service, energy, mortgage, and financial industries. She incorporates her creative design into presentations, problem-solving, and function throughout the office.    

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  • Risk Management Demystified

    Posted in: Insurance

    Quarterly Update: 2nd Quarter 2019 Let’s face it: Life is a risk. That’s why risk management is a crucial part of a long-term financial plan. When it comes to investments, we’re talking diversification and asset allocation. When it comes to your family, health, property and income, we’re talking insurance. But what kind of coverage do […]

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  • Nine Things a Business Owner Should Know After Tax Reform

    Posted in: Business

    Quarterly Update: 2nd Quarter 2019 As a business owner, you should be aware of some recent federal tax legislation changes. Many of the changes can affect the bottom line for the business as well as you as the business owner — some in a good way and some in a bad way. 1) The taxable income […]

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  • Being Successful in Business: Spoken from 36 Years of Experience

    Posted in: Business

      1st Quarter Shobe Insights 2019 While hard work and tenacity are important in maintaining a business, there are some key factors that contribute largely to a business’ long-term success. Celebrating being a part of the Baton Rouge business community for 36 years, we offer our own experience in building business longevity: Build a great […]

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  • Market Perspectives 1st Quarter

    Posted in: Investments

      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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