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December 3, 2025
Categories
  • Blog

Cybersecurity: A Top Plan Sponsor Concern

Cybersecurity: A Top Plan Sponsor Concern According to Escalent’s 2025 Retirement Planscape study, more than half of plan sponsors rank cybersecurity as their No. 1 “plan […]
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December 3, 2025
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  • Blog

Advisor Support is Key to Driving Confidence and Outcomes Among Younger Participants

Advisor Support is Key to Driving Confidence and Outcomes Among Younger Participants Access to an advisor tends to improve retirement confidence, according to a recent survey […]
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December 3, 2025
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Auto Portability: Helping Reduce 401(k) Leakage After Job Changes

Auto Portability: Helping Reduce 401(k) Leakage After Job Changes The Problem: Cash Out Leakage and Lost Accounts American workers now hold an average of more than […]
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December 2, 2025
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Six Retirement Plan Benefits You Might Not Know About

Six Retirement Plan Benefits You Might Not Know About When you think of the benefits of your retirement plan, tax-deferred savings and matching contributions are probably […]
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December 1, 2025
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The Data Fog – How Government Shutdowns Impact Investment Strategy

The Data Fog – How Government Shutdowns Impact Investment Strategy The persistent U.S. government shutdown is causing profound disruptions beyond the political wrangling on Capitol Hill—it […]
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December 1, 2025
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Building Financial Wellness in a High-Cost Environment

Building Financial Wellness in a High-Cost Environment You can’t invest your way to financial security if your financial foundation is cracked. This might be the least […]
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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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