Did Your Password Make the “Worst 100” List?

2017 was a big year for data security (not in a good way). There…

The Year That Was 2017 - A Look Back (EP 22)

Rob Morrison, CFP® and Phil Huber, CFA, CFP® look back over the last year and what happened with the markets and some other notable topics such as the rise of cryptocurrency. 

The Dangers of Overconfidence (EP 21)

In today's episode, Rob Morrison, CFP® and Ed Cruickshank, CFP® talk about the fascinating field of behavioral finance, which is still relatively new. They will have a conversation about two particular biases -- familiarity and overconfidence. Both can tend to skew our behavior in investing, but awareness is the key to successfully overcoming them.

A Glass Half Full - A Commentary on the Fourth Quarter and Year 2017

To borrow a phrase from former Yankee catcher Yogi Berra, “It’s…

2017 Fourth Quarter and Year-End Review Slides

  2017 Fourth Quarter and Year-End Review Slides

Huber Financial Celebrates 30-Year Anniversary

Huber Financial Advisors is recognizing its 30th anniversary…

(EP 20) Unraveling the New 2018 Tax Code

Have you been thinking about how the new tax code may affect your financial situation? In this episode, our in-house tax expert, Pete Doyle, CPA/PFS, CFP® and Ed Cruickshank, CFP® will provide a high level discussion of the new legislation and the possible impact it might have on your finances.