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.

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!


  • Annual Financial Plan Review

    Posted in: Educational Videos

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  • End of Year Tips

    Posted in: Educational Videos

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  • Shobe Current News

    Posted in: Happenings at Shobe

    Welcome Dustin! We are excited to announce our latest addition to the Shobe Financial Team, Dustin Miller! Dustin is a Baton Rouge native and will be working as a Financial Services Associate in our Planning Department.

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  • 2020 Home for the Holidays with Chef DeWitt

    Posted in: Press Releases

    The Shobe Financial Group has teamed up Chef DeWitt with The Country Club of Louisiana to share some quick and easy recipes to share with your family this holiday season. Check out the recipes!

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  • How to Make a Wealth-Transfer Plan

    Posted in: Articles

    A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your estate to your beneficiaries. Baby boomers are already in the throes of the most significant wealth transfer in history. Over the next 25 years, they are expected to leave $68 […]

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  • 4th Quarter Market Perspectives 2020

    Posted in: Articles

    Economic Outlook: Through the Pandemic and Beyond November Many factors feed into the relative strength or weakness of the US economy, but the president traditionally receives the credit or blame. Fiscal policy taxes and government spending – have an important role in economic activity, and confidence can drive consumer spending and business investment decisions. However, […]

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  • Shobe Current News

    Posted in: Happenings at Shobe

    Congratulations Susan! Congratulations to Susan Windham, Vice President, on her appointment to the Board of Directors for the Alzheimer’s Service of the Capital Area. 2020 Walk to Remember– October 10th  Shobe is proud to support and highly encourages everyone to participate in this year’s virtual Walk to Remember on Saturday, October 10th at 9AM on […]

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  • 3 Myths About Voting and Market Volatility

    Posted in: Articles

    When it comes to investors’ decisions about the market, the election is just one factor among many. Every four years, the U.S. presidential election brings uncertainty – something the human mind, and markets, tends to dislike. But if you’re concerned that the markets will dive or thrive based solely on who is in the oval […]

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  • Shobe Insights: 3rd Quarter 2020

    Posted in: Lifestyle

    Protecting Yourself From More Than Just COVID-19 Coronavirus scams are spreading nearly as fast as the virus itself. This year the Federal Trade Commission (FTC) has logged over 180,000 consumer complaints related to COVID-19, with 68 percent of them involving fraud or identity theft. Since January, increasing amounts of new website domains have been registered with terms related […]

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  • 6 Ways to Practice Self-Care During COVID-19

    Posted in: Articles

    Infuse your social distancing with a dose of self-care. Self-care today looks a lot different than we’re used to. It’s no longer as easy as spending a weekend out with friends or stopping by your favorite local hangout. It’s more about finding a new normal in a situation that is anything but. As we all […]

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