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October 1, 2024
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  • Blog

Differences Between Tax Deductions and Credits

Differences Between Tax Deductions and Credits Claiming the appropriate deductions and credits will impact your tax return Understanding the difference between deductions and credits is crucial […]
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October 1, 2024
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How AI Can (and Will) Transform Your Business

How AI Can (and Will) Transform Your Business Integrating AI can Improve Customer Experiences and Save You Money In 2023, customers are spoiled for choice, and […]
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September 27, 2024
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The High Cost of Financial Stress in the Workplace

The High Cost of Financial Stress in the Workplace According to the results of a 2024 American Psychiatric Association mental health poll, 43% of adults reported […]
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September 27, 2024
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IRS Issues Guidance on Withdrawals for Domestic Abuse Victims

IRS Issues Guidance on Withdrawals for Domestic Abuse Victims In late June, the IRS issued a notice providing critical guidance on early withdrawal penalty exemptions under […]
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September 27, 2024
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Employer Matching – How to Make the Most of Your Plan

Employer Matching – How to Make the Most of Your Plan Many defined contribution plans include something called employer matching, meaning that your employer contributes a […]
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August 22, 2024
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Coolcations: The New Travel Investment Frontier

Coolcations: The New Travel Investment Frontier It just might present a compelling opportunity to forward-thinking investors As climate change continues to wreak havoc across the globe, […]
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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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