Financial Services & Wealth Management News


July 26, 2019

July Employee of the Month- Lois Novakovich

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 […]
July 25, 2019

6 Common Financial Misconceptions

“Financial fitness”, in many ways, is similar to physical fitness; Every individual has a different experience level, they must be dedicated and disciplined to meet their […]
July 8, 2019

Hey Joel! – Is it My Responsibility to Track This Money Down?

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, One of my […]
July 8, 2019

Summer Homework for Fiduciaries

Summer Homework for Fiduciaries Morgan Davis, Plan Advisor As you bask in the glory of summer over the next couple of months, don’t forget the three […]