Insights

Welcome to Insights, our Resource Center that is your destination for timely insights, educational content, and important updates designed to help you stay informed and help you make confident financial decisions. Here you’ll find our latest newsletters, market and economic commentary, financial planning articles, tax and retirement resources, and information about upcoming events hosted by our team. Whether you’re looking to deepen your financial knowledge or stay connected with what’s happening at Carson Shobe, we invite you to explore the resources available and check back often for new content.

Newsletters

PLANNING YOUR WEALTH
July 2026

PLANNING YOUR WEALTH
June 2026

PLANNING YOUR WEALTH
May 2026

PLANNING YOUR WEALTH
April 2026

PLANNING YOUR WEALTH
March 2026

PLANNING YOUR WEALTH
February 2026

Resources

Student Loan Changes
2026

Baby Boomers – Roth IRAs
2026

Pressure at the Pump
2026

Business Succession Planning
2026

Health Savings Accounts
2026

Common Scams
2026

Trump Accounts
2026

Social Security Fairness Act
2026

Past Events

Jun
22

Shred Fest

06/22/2026 - 06/26/2026
Details
May
09

2026 Crawfish Boil

05/9/2026
1:00 pm CST
Details