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May 16, 2019
6 Summer Saving Activities
Categories
  • Blog

Six Summer Saving Activities

It’s time for fireworks, ice cream, and catching lightning bugs. Summer is on the horizon, but don’t let the change in season change your spending habits. […]
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May 13, 2019
May Employee of the Month
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  • Blog

May Employee of the Month: Nancy Conners

Please join us in congratulating Nancy Conners for being selected as May’s Employee of the Month.  Nancy has been with DFG for eight years.  Nancy started […]
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May 10, 2019
Categories
  • Newsletter

Hey Joel! – What’s the appropriate number of members and positions for a retirement plan committee?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, What’s the […]
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May 10, 2019
Four Ways to Increase Employee Retirement Contributions
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  • Newsletter

Four Ways to Increase Employee Retirement Contributions

As a retirement plan sponsor, you want your employees to save the most they can in order to reach their maximum retirement potential. A significant amount […]
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May 10, 2019
Ten Reasons to Roll Into Your Employer’s Plan Versus an IRA
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  • Newsletter

Ten Reasons to Roll Into Your Employer’s Plan Versus an IRA

Do you have retirement plan assets with a former employer’s plan that you’re not sure what to do with? Review the pros and cons of consolidating […]
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May 10, 2019
How Many Investment Options Should You Offer?
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  • Newsletter

How Many Investment Options Should You Offer?

Many plan sponsors struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when […]
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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
“Cambridge Approval #217584.”

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