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June 13, 2025
Categories
  • Blog

Participant Corner – Four Basic Steps for a Successful Retirement

Participant Corner – Four Basic Steps for a Successful Retirement We understand that most retirement savers aren’t financial experts, and that can make preparing for retirement […]
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June 13, 2025
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Market Turmoil Spurs Trading, but Staying Put Pays Off

Market Turmoil Spurs Trading, but Staying Put Pays Off The U.S. stock market suffered its worst day in five years on Friday, April 4, following President […]
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June 13, 2025
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Rising Hardship Withdrawals Putting Retirement at Risk

Rising Hardship Withdrawals Putting Retirement at Risk A growing number of workers are raiding their employer-sponsored retirement plans to cover emergency expenses, highlighting an alarming trend […]
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June 13, 2025
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Early Retirement: Dream or Dilemma?

Early Retirement: Dream or Dilemma? For many workers, early retirement is the ultimate goal — carefree days filled with road trips, golf, or time spent with […]
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June 13, 2025
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Participant Corner – Five Key Strategies for a Successful Retirement

Five Key Strategies for a Successful Retirement As tax laws evolve and personal financial situations change, it’s essential to stay informed about strategies that can help […]
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June 13, 2025
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More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In-Plan

More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In-Plan A recent Fidelity report reveals that over 80% of plan sponsors prefer to allow […]
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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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