A Tale of Two Investors (EP7)

In this episode of Bite Sized Finance, Rob Morrison, CFP® and Phil Huber, CFA, CFP® have a conversation about the differences between a Traditional Investor and an Evidence Based Investor. Which one would you rather talk to at a cocktail party?

Investing and the Jelly Bean Jar (EP6)

What do jelly beans have to do with investing? In this episode of Bite Sized Finance, Rob Morrison, CFP® and Ed Cruickshank, CFP® draw parallels between these two seemingly unrelated things.

In His Own Words - Dave Huber’s Take on Financial Advice and the Industry

  David J. Huber, CFP® founded Huber Financial Advisors,…