Marty Shobert, Municipal bonds Investment Specialist

Marty Shobert

Marty Shobert joined the firm in February of 2017 after many years of financial industry experience. He most recently owned a Registered Investment Adviser and Tax Preparation business in Naperville, IL. Marty helps individuals, banks, and investment advisors manage their municipal bond portfolios. Marty graduated from The University of Virginia with a B.A. in Economics and holds FINRA Series 7, 63, 65, and IRS Enrolled Agent licenses.

Quarterly Market Review

Market Review – Summer 2020 - July 16, 2020 - Quarterly Market Review
Market Review – Summer 2019 - June 24, 2019 - Quarterly Market Review
Market Review – Fall 2018 - November 8, 2018 - Quarterly Market Review
Market Review – Spring 2018 - May 16, 2018 - Quarterly Market Review
Market Review – Winter 2018 - February 6, 2018 - Quarterly Market Review
Market Review – Fall 2017 - November 9, 2017 - Quarterly Market Review
Market Review – Summer 2017 - July 12, 2017 - Quarterly Market Review