• (724) 863-3420
  • (724) 863-3287
Thanks for the Memories: Gratitude and Financial WellnessThanks for the Memories: Gratitude and Financial WellnessThanks for the Memories: Gratitude and Financial WellnessThanks for the Memories: Gratitude and Financial Wellness
  • Home
  • Personal
    • Meet with Specialist
    • Duncan Premier Planning Group
    • Estate Planning
    • Financial Wellness
    • Insurance
    • Taxes
    • Wealth Management
  • Business
    • Meet with Specialist
    • 401(k) Retirement
    • Business Insurance
    • Group Benefits
    • Risk Management
    • Tax and Accounting
  • Advice
    • Blog
    • FAQs
    • Resources
    • Video Library
  • About Us
    • Why Choose Duncan?
    • Your Dedicated Team
    • Keystone Partnership
    • Careers
    • Community
  • Other Locations
  • Contact Us
  • DPPG
  • Grow
  • Leverage
  • Protect
  • Transfer
  • Team
✕
February 9, 2022
Categories
  • Blog

Thanks for the Memories: Gratitude and Financial Wellness

So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the language of behavioral economics, the tendency […]
Do you like it?
Read more
February 9, 2022
Categories
  • Blog

What is an appropriate interest rate for plan loans?

Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1 states that “a loan will be […]
Do you like it?
Read more
February 3, 2022
Categories
  • Blog
  • Investments

2022 Market Update – Brian Duncan

Coming into 2022, inflation has been one of the prominent headlines investors and consumers have been trying to get their arms around. The Fed has officially […]
Do you like it?
Read more
January 28, 2022
Categories
  • Blog

Why You Need Life Insurance

Many people often ask, “Who needs life insurance?” Another way to phrase the question might be: “What can life insurance help me accomplish?” When viewed as […]
Do you like it?
Read more
January 28, 2022
Categories
  • Blog

What is the Fed taper?

An economist explains how the Federal Reserve withdraws stimulus from the economy Authors: Edouard Wemy, Assistant Professor of Economics, Clark University & Paul Slovic, Professor of […]
Do you like it?
Read more
January 28, 2022
Categories
  • Blog

The Real Supply Chain Issue Is You and Me

Supply chains are stretched as unfilled job openings continue to increase There are over 30 million small businesses in the United States, according to the Small […]
Do you like it?
Read more
Prev page
1...7475767778...141
Next page

Financial Wellness Center Log-in

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
“Cambridge Approval #217584.”

Privacy Policy | Terms of Use

© 2019 Duncan Financial Group. All Rights Reserved. Chroma Studios