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April 21, 2025
Categories
  • Blog

Required Minimum Distributions & Tax Strategies

Required Minimum Distributions & Tax Strategies Tips to minimize tax burdens in order to maximize your retirement wealth Once retirees reach age 73 (as per the […]
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April 21, 2025
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Business Tips to Secure Your Digital Infrastructure

Business Tips to Secure Your Digital Infrastructure A proactive approach to digital transformation, compliance and security As businesses accelerate digital transformation efforts, they face increasing cybersecurity […]
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April 21, 2025
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Government Budget vs. Your Household Budget

Government Budget vs. Your Household Budget   5 ways to balance a household budget and their governmental equivalents Managing finances is a fundamental aspect of economic […]
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January 31, 2025
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Why the January Effect is Not a Reliable Strategy

Why the January Effect is Not a Reliable Strategy What it is, its history and why long-term investors shouldn’t worry about it The “January Effect” is […]
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January 31, 2025
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Dry January and Your Portfolio: A Refreshing Start

Dry January and Your Portfolio: A Refreshing Start New Year is a time to refresh, refocus and recommit to long-term success As the new year begins, […]
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January 31, 2025
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Understanding Insurance Amidst the LA Wildfires

Understanding Insurance Amidst the LA Wildfires Five key elements to examine now in your homeowners insurance policy The recent wildfires devastating Los Angeles have left a […]
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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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