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July 1, 2022
Categories
  • Blog

Safe Harbor Options

Safe Harbor Options 401(k) plans are intended to provide comparable advantages for all employees, and there are numerous safeguards in place to make sure their benefits […]
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July 1, 2022
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Did We See Another Black Monday in 2022?

Did We See Another Black Monday in 2022? A little skepticism, a dash of worry and healthy reflection offer perspective Remember Black Monday – that fateful […]
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July 1, 2022
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5 Ways You Can Benefit from Partnering with a Retirement Plan Advisor

5 Ways You Can Benefit from Partnering with a Retirement Plan Advisor From decoding key ERISA regulations to keeping abreast of fees and providing educational support […]
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July 1, 2022
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The Fed Makes the Biggest Rate Hike in 28 Years

The Fed Makes the Biggest Rate Hike in 28 Years Implications for investors and markets after the largest increase since 1994 From the Federal Reserve press […]
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June 8, 2022
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How to control the five major factors that raise the cost of claims

How to control the five major factors that raise the cost of claims There’s much good news in workers’ comp – rates have fallen in most […]
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June 8, 2022
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What insurers look for in recovery-at-work* programs

What insurers look for in recovery-at-work* programs The implementation of a recovery-at-work program is on every insurer’s list of workers compensation best practices for employers. The […]
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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

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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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