Dustin Miller Promoted to Financial Advisor
Zainab “Zee” Gandhi Attends the Financial Planning Association of Houston Annual Symposium
Erin Sibley Celebrates 10 Years at Shobe
Financial Resolutions for 2022
Start the new year right by reviewing and revamping your financial plan.
The Psychological Side of Spending Your Retirement Savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Does Your Estate Plan Account for Your Digital Assets?
Online services, important documents and family mementos can carry great value.
Giving Back During the Holidays
The holiday season is a popular time to reflect on the past year and donate to causes you care about.
Evaluating Your Executive Stock Options
As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of compe...
The Unique Advantages of Health Savings Accounts
These tax-advantaged savings accounts can help you cover your health care expenses.
The 2021 Child Tax Credit: An Overview
The tax give-back for parents of young children is different in 2021.
Life-Changing Events Change Your Taxes, Too
Review how six major life events can impact your federal return.
Are Your Important Documents Secure and Accessible?
Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.
Loved Ones, Legacies and Life Insurance
You likely think of life insurance as a way to help your loved ones after you pass away – and it does. But there are other reasons to consider life ...
What Savvy Investors Know About Social Security
Explore some of the ways that in-the-know retirees make the most of their benefits.
When Should You Ignore Conventional Retirement Advice?
It’s human nature to want to take mental shortcuts, like following the crowd to find that best-selling gadget on Amazon. We read all the reviews and...
Shobe Insights: 2nd Quarter 2021
Preparing Teens For Financial Adulthood
Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first tim...
Market Perspectives: 2nd Quarter 2021
Biden And His First Term Agenda
Achieving A Better Life Experience
An introduction to the ABLE Act and ABLE accounts – how they work and why they’re important.
How Does Dollar-Cost Averaging Work?
When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find...
Shobe Insights: 1st Quarter 2021
Are You And Your Partner On The Same Retirement Page?
Market Perspectives: 1st Quarter 2021
A Return To Normalcy Likely In 2021
Tax Tips For Charitable Donations
Charitable giving is a great way to support the causes you care about while also getting a tax break
12 Financial Resolutions For 2021
“No Kids” Shouldn’t Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
How To Make A Wealth-Transfer Plan
A well-designed plan protects your wishes and helps avoid conflict among your heirs.
Market Perspectives: 4th Quarter 2020
Economic Outlook: Through The Pandemic And Beyond November
Preparing For Healthcare Costs In Retirement
For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying.
3 Myths About Voting And Market Volatility
When it comes to investors’ decisions about the market, the election is just one factor among many.
Shobe Insights: 3rd Quarter 2020
6 Ways to Practice Self-Care During Covid-19
Infuse your social distancing with a dose of self-care.
Market Perspectives: 3rd Quarter 2020
Economic Outlook: Certainty within Uncertainty
How Different Types Of Investment Income Are Taxed
There are myriad deductions and credits, various tax brackets, additional payroll and Medicare surtaxes, and a slew of different categories to help us...
Will Vs. Trust: Know The Difference
Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differe...
Shobe Insights: 2nd Quarter 2020
Kid-Approved Summer Activities In A Post Covid-19 World
Market Perspectives: 2nd Quarter 2020
The emergence of the coronavirus as a global pandemic was a ‘Black Swan’ event outside anyone’s scope.
Shobe Insights—Special Edition
4 Tips For Navigating The Coronavirus Volatility
Quarterly Update: 2nd Quarter 2020
Keeping Cool: Investment Strategies vs Reactions
How You Can Support Local Business While Staying Safe
GROCERY SHOPPING AMID THE CORONAVIRUS
EDUCATIONAL RESOURCES FOR MARKET VOLATILITY
1ST QUARTER MARKET PERSPECTIVES 2020
FOR COLLEGE SAVINGS, 529 PLANS ARE HARD TO BEAT
QUALIFIED CHARITABLE DISTRIBUTIONS: USING YOUR IRA TO GIVE FROM THE HEART