Posts

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.

A Tale of Two Investors (EP37)

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?

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.

Compound PlanningSM - An Introduction (EP 15)

Warren Buffett said, "Someone is sitting in the shade today because someone planted a tree a long time ago." We think of Compound Planning the same way we think of the power of investing in its compounding. Over time the multiplying of your money is powerful.

Investing and White Knuckle Flying (EP13)

In this episode, Rob Morrison, CFP® interviews Huber Financial Founder and CEO Dave Huber, CFP® about some parallels he draws between investing and white knuckle flying.

The Correction Around the Corner (EP9)

Rob Morrison and Ed Cruickshank look at the difference between market corrections and bear markets. After a great year in 2016, some might be wondering if it’s time for a pullback.

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.

2017 New Year's Resolutions for Women (EP5)

Happy New Year everyone! In this episode, Martha Conlon (Communications Manager); Kim Drake, CFA (Wealth Advisor) and Janet Petran, CPA, CFP® (Wealth Advisor) talk about their ideas for new year’s resolutions for women.