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June 5, 2019
Categories
  • Blog

The Evolving Workscape

The Evolving Workscape Adapt to the shifting priorities of modern workers to attract and retain the best talent.  Longevity, demographic changes and technological innovation have revolutionized […]
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June 5, 2019
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Millennials Start Saving Now!

Millennials Start Saving Now! Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or house payments, and other day-to-day expenses mean […]
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June 5, 2019
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Hey Joel! – Answers from a recovering former practicing ERISA attorney

Hey Joel! – Answers from a recovering former practicing ERISA attorney  Welcome to Hey Joel ! This forum answers plan sponsor questions from all over the […]
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June 5, 2019
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Millennials Know It All. But, Are They Saving for Retirement?

Millennials Know It All. But, Are They Saving for Retirement? Jamie Hayes, CPFA, C(k)P®, AIF®, Senior Plan Advisor Millennials – they’ve infiltrated the workplace and bring […]
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May 22, 2019
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Why Travel Insurance Is a Summer Essential

When preparing for your family’s vacation this summer, don’t forget all of your essentials: Sunscreen, a great book, and of course, travel insurance. Travel Insurance is […]
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May 21, 2019
10 Finance Books to Add to Your Summer Reading List
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10 Finance Books to Add to Your Summer Reading List

While you’re packing your bag for the beach, don’t forget to throw in some sunscreen, your favorite pair of sunglasses, and a great book to enjoy […]
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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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