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March 25, 2024
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  • Blog

DOL’s Mandate for Employers to Monitor 401(k)s

DOL’s Mandate for Employers to Monitor 401(k)s Ensuring compliance when it comes to monitoring fees and services In the realm of retirement planning, 401(k) accounts stand […]
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March 4, 2024
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Strategies for Maximizing Workplace Retirement Benefits

Strategies for Maximizing Workplace Retirement Benefits Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is […]
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February 26, 2024
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The Double-Edged Sword of Retirement Planning

The Double-Edged Sword of Retirement Planning Inflation impacts today’s savings rates and tomorrow’s retirement comfort Inflation, the silent force shaping our economic landscape, often creeps into […]
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February 26, 2024
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The Significance of DJIA 1,000-Point Milestones

The Significance of DJIA 1,000-Point Milestones These “big-round-numbers” are psychological but also can serve as guides The Dow Jones Industrial Average is a stock market index […]
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February 26, 2024
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Tips for Younger Investors Buying a First Home

Tips for Younger Investors Buying a First Home It’s your journey towards building a foundation for future financial growth For many younger adults, the dream of […]
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February 26, 2024
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Four Things You Need to Know About Presidents Day and the IRS

Four Things You Need to Know About Presidents Day and the IRS As the 2024 tax season rolls in, millions are gearing up to file their […]
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Duncan Financial Planning Advisors a registered investment advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group and its affiliates are separate entities. Cambridge Investment Research, Inc. Form CRS

Diversification and asset allocation strategies do not assure profit or protect against losses.
Brian Duncan, David Duncan, Nancy Conners, Edward Kavo, Alex Kline, Tim Kunkle, Robert McCalmont, Larry Qvistgaard, Frank Zoracki, Don Waite, Ron Kims, Julie Snyder, and Robb Stottlemyer are investment advisory representatives and registered representatives of Cambridge Investment Research, Inc. Greg Hicks and Kristen Hull are registered representatives of Cambridge Investment Research, Inc. They are collectively registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY
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