Will Gunlicks, CFP® Speaks on Industry Panel About Business Succession Planning

Will Gunlicks, CFP® participated on a panel of industry experts…

Making Sense of the New Tax Code

Now that the Tax Cuts and Jobs Act has been signed into law,…

Charitable Giving (EP 19)

Andrew Musbach, CFP® and Ed Cruickshank, CFP® talk about some of the best ways that investors can give back to their favorite causes. In this episode, you'll learn about donor-advised funds and other tax-efficient strategies for charitable giving.

Key Questions for the Long-Term Investor

At some point, most investors ask themselves questions like: “Do I have to outsmart the market to be successful?” or “Will a fund with strong past performance do well in the future?” A few key principles can help provide answers and improve the odds of investment success in the long run.

Huber Financial Welcomes New Team Members

Laura Daly Client Service Associate Laura Daly recently joined…

Paulina Iantchev Promoted to Senior Client Service Associate

Paulina Iantchev has been promoted to a senior client service…

Video Interview: Rob Morrison, CFP® and Morningstar's Christine Benz

Rob Morrison, CFP®, president of Huber Financial Advisors,…

Year End Tax Tips - (EP 18)

It's that time of year again. Tax season is upon us and today our in-house tax expert Pete Doyle, CPA/PFS, CFP®  will talk about year-end tax strategies with Ed Cruickshank, CFP®.