Third Quarter 2018 Commentary - A Picture Within a Picture

When it comes to investing, it’s best served to check your biases at the door and simply follow the facts.  Contrary to conventional belief, U.S. equities have been historically calm over the past few months while other global equity markets have been extremely volatile.  

2018 Third Quarter Review Slides

Quarterly Market Review Slides - Q3 2018   Huber Financial…

Huber Financial's Women's Initiative - Cents of Self (EP36)

This Bite Sized Finance podcast episode provides a sneak peek at Huber Financial's women's initiative - Cents of Self. Rob Morrison, CFP® interviews Kim Drake, CFA and Janet Petran, CPA, CFP® about this new initiative.

How Your Love Life Might Be Hurting Your Wallet

A link to some interesting research that addresses the disparity between financial literacy levels in couples over time.

Female Visionary Spotlight - Eleanor Roosevelt

Anna Eleanor Roosevelt; October 11, 1884 – November 7, 1962 was an American political figure, diplomat and activist. She served as the First Lady of the United States from March 1933 to April 1945 during her husband President Franklin D. Roosevelt's four terms in office, making her the longest serving First Lady.

Female Empowerment and Financial Literacy

A July 2017 study, titled “The Gender Gap in Financial Literacy: A Global Perspective,” by the Global Center for Excellence in Financial Literacy, shows that there is a persistent gap in financial literacy between men and women worldwide.

Five Crucial Issues for Small Business Owners to Consider (EP35)

Listen to Ed Cruickshank, CFP®, a wealth manager for Huber Financial interview William Levy, an attorney at Rhoades Levy Law Group who specializes in the legal issues facing small to medium-sized businesses. An informative discussion about the top legal issues facing closely-held business owners.

Huber Financial Welcomes New Team Members

Please join us in welcoming three new team members - Stephen Bergman, Portfolio Manager; Erica Simios, Client Service Associate and Elena Zekic, Portfolio Services Associate.

30th Anniversary Edition - The Financial Crisis of 2008 Through Today (EP34)

In the third installment of our 30th Anniversary podcast series, Rob Morrison, CFP® interviews Dave Huber, CFP® about what life was like at Huber Financial from the financial crisis of 2008 through today.