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June 8, 2023
Categories
  • Blog

Closing the Auto-escalation Gap

Closing the Auto-escalation Gap High participation rates don’t always translate to high deferral rates. According to the 2022 Callan Defined Contributions Trend Survey, three-quarters of DC […]
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June 8, 2023
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The Six Types of Fiduciaries in Retirement Plans You Need to Know

The Six Types of Fiduciaries in Retirement Plans You Need to Know A retirement plan may have one or more fiduciaries who have distinct responsibilities, though […]
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June 8, 2023
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Customized Content Is Good Medicine for Retirement Readiness

Customized Content Is Good Medicine for Retirement Readiness From recent college grads struggling with student debt to seasoned professionals planning an imminent retirement, participants’ financial needs […]
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June 8, 2023
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Participant Corner: How Much is Enough?

How Much is Enough? There are many formulas for figuring out how much money you need to retire. While thinking seriously about retirement finances is useful, […]
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June 8, 2023
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Auto Insights

Trailer Safety Week Is June 4-10 Towing can be a convenient way to transport a variety of items, from boats to RVs to construction equipment. However, […]
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June 8, 2023
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Construction Risk Insights – Construction Industry Trends to Watch

Construction Industry Trends to Watch The construction industry consists of companies that construct, maintain and repair buildings and other structures (e.g., roads, bridges and utility systems). […]
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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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