Protecting Your Identity (EP26)

Online shopping through a cell phone or laptop has become a normal part of our lives. Some prefer to shop from the comfort of their family room couch while others take care of their online errands at a local cafe. Wealth Manager Kim Drake, CFA and Paulina Iantchev, a senior client service associate, talk about some helpful tips on how to protect your identity.

Phil Huber, CFA, CFP® to Speak at 2018 Morningstar Investment Conference

Phil Huber, CFA, CFP®, chief investment officer of Huber…

How To Avoid Common Estate Plan Pitfalls (EP25)

In this episode, Will Gunlicks, CFP® interviews our guest, Micheal Rhoades, an estate planning attorney, about common estate planning pitfalls and ways to avoid them. 

Phil Huber, CFA, CFP® Speaks on Financial Blogging Panel at Inside ETFs Conference

Phil Huber, CFA, CFP®, chief investment officer for Huber…