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May 3, 2023
Categories
  • Blog

Fiduciary Hot Topics

Fiduciary Hot Topics Without Congressional Action the Social Security Trust Funds will be Exhausted in 2034 If current trends continue, the Social Security trust funds will […]
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May 3, 2023
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Participant Corner: The Advantage of Saving Early

Participant Corner: The Advantage of Saving Early The early bird really could get the worm! In the chart below you will find no secret tips or […]
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May 3, 2023
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Dear Prudence: What is Prudence Anyway?

Dear Prudence: What is Prudence Anyway? When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary for managing your company’s 401(k) […]
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April 25, 2023
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401(k) Rollovers Can Make or Break Retirement

401(k) Rollovers Can Make or Break Retirement Making informed decisions about retirement is crucial to financial security In an era characterized by high job turnover, it […]
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April 25, 2023
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Lots of Tax Issues Surrounding Electric Vehicles

Lots of Tax Issues Surrounding Electric Vehicles Three key issues surrounding EV tax breaks that you should watch closely Recently, the Biden administration took a significant […]
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April 25, 2023
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Crazy to Think a Salary of $100k Is Not Enough

Crazy to Think a Salary of $100k Is Not Enough Managing expenses, saving and investing wisely bring financial security A new study of the 76 largest […]
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Check out the background of firms and investment professionals on FINRA's BrokerCheck.

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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