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,

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. 

In this episode, Rob Morrison, CFP® and Bob Witt, CFP®, RICP® talk about recent market volatility and how it may affect retirees--especially those who are recently retired. Bob Witt talks about "The Bucket Approach" to retirement planning and how it wo...

In this episode, Dave Huber, CFP®, founder and chief executive officer of Huber Financial and Rob Morrison, CFP® talk about the early days of Huber Financial. Dave reminisces about what it was like to start Huber Financial in 1988 and his early experie...

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. 

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.

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 poss...

Andrew Musbach, CFP® and Ed Cruickshank, CFP® talk about some of the best ways that investors can give back to their favorite causes. In this episode, you'll learn about donor-advised funds and other tax-efficient strategies for charitable giving. -

It's that time of year again. Tax season is upon us and today our in-house tax expert Pete Doyle, CPA/PFS, CFP®  will talk about year-end tax strategies with Ed Cruickshank, CFP®. 

We're in the final quarter of 2017, a market that has surprised many of us. With its continued march upward the media and almost anybody you want to talk to seems to have a similar question on their minds and lips, which is,