August 14, 2019
The road to financial wellness isn’t always easy to navigate. In fact, 60% of Americans state they need to become more financially secure, but don’t know […]
August 7, 2019
One of the most common questions our clients ask is “What should I do first? Should I pay down debt or save and invest?” Although this […]
August 2, 2019
When deciding where to invest your hard-earned money, there are many factors to take into consideration. From measuring risk and return to diversifying your portfolio, a […]
July 30, 2019
Recently the Bell vs. ATH Holding Company, LLC (a subsidiary of Anthem, Inc.) lawsuit settled. This is frequently referred to as the “Anthem Settlement” (the “Settlement”). […]
July 30, 2019
As Americans look into the future and towards retirement, many understand that maintaining their health will be an important part of their overall quality of life […]
July 26, 2019
Please join us in congratulating Lois Novakovich for being selected as July’s Employee of the Month. Lois has been on the Duncan team for seven and […]