Year-End Tax Tips 2018 (EP39)

With the end of 2018 quickly approaching, you might be thinking about what, if anything, can be done to manage your tax situation. In this episode, Ed Cruickshank, CFP® and Pete Doyle, CPA/PFS, CFP® discuss year-end tax strategies that could help ease your tax bill.

The Return of an Old Friend

Our old friend, Volatility, is back. Just as many people were starting to think markets only move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up causing more harm than good.

30th Anniversary Edition: From Present Day and Beyond (EP38)

In the third installment of our 30th Anniversary podcast series, Rob Morrison, CFP® interviews Dave Huber, CFP® about what the next 30 years might look like for Huber Financial and the planning profession. 

Dave Huber Purchases Two Mag Mile Lighthouses

It looks like the cold Chicago weather is settling in and last summer is but a memory. At Huber Financial, we're bringing some of the art from the Lighthouses on The Mag Mile exhibition to warm up our Lincolnshire and Chicago Offices. 

Philip Huber, CFA, CFP® Featured on the Cover of RIA Magazine

Philip Huber CFA, CFP, chief investment officer of Huber Financial Advisors, was featured on the cover of the October 2018 issue of RIA Magazine.  The article, titled "Ready To Rumble" discussed Phil Huber's career and his approach to investing and portfolio management. 

Introducing the Huber Financial App

Now you can access your Huber Financial Client Portal through…

Do You Have a “Money Image” Problem?

As a marketer at Huber Financial, most of my work happens behind the scenes. When I prepare content to post on, I search for images to add interest to our blog and social media posts. As we prepared to launch our Cents of Self page, I spent considerable time searching through photos of women and money. It didn’t take long to notice a pattern in the search results that I left me feeling frustrated and less than empowered.

Huber Financial Team Attends 2018 Schwab IMPACT in Washington DC

Ed Cruickshank, CFP®, J. Peter Doyle, CPA/PFS, CFP®, Doug…

A Matter of Principles

There’s no getting around it – yesterday was an ugly day in the stock market. A sea of red throughout the day that turned crimson into the close. October is certainly living up to its reputation as the worst month of the year for stocks.