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The Rise of Thematic and Active Investing in 2025The Rise of Thematic and Active Investing in 2025The Rise of Thematic and Active Investing in 2025The Rise of Thematic and Active Investing in 2025
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July 25, 2025
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  • Blog

The Rise of Thematic and Active Investing in 2025

The Rise of Thematic and Active Investing in 2025 Enhance your potential by focusing on areas of disruption and opportunity A new era of investing is […]
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July 11, 2025
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Participant Corner: Don’t Leave Your Retirement Behind

Don’t Leave Your Retirement Behind Starting a brand new job is exciting and full of a lot of new benefits, but don’t forget about the retirement […]
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July 11, 2025
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Stretching the Match

Stretching the Match Summer has begun and now you can relax, right? Maybe not… this is actually a great time for you to do a midyear […]
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July 11, 2025
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Rethinking Pension Surplus Dollars: Avoiding the Termination Trap

Rethinking Pension Surplus Dollars: Avoiding the Termination Trap As rising interest rates have reshaped pension funding dynamics post-COVID, many corporate defined benefit (DB) plans are now […]
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July 11, 2025
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Engaging the TikTok Generation on Retirement

Engaging the TikTok Generation on Retirement Nearly a quarter of all Gen Z employees aren’t enrolled in a company retirement plan, according to BenefitsPro. That’s three […]
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July 9, 2025
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Implications of the U.S. Credit Rating Downgrade

Implications of the U.S. Credit Rating Downgrade More of a signal about long-term fiscal challenges, not an immediate worry The recent downgrade of U.S. sovereign debt […]
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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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