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October 28, 2022
Categories
  • Blog

Mid-November Means Open Enrollment Time

Mid-November Means Open Enrollment Time Reviewing your benefit choices will maximize your employment benefits Open enrollment for employee benefits kicks off this month. While you plan […]
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October 28, 2022
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IRS Increases 401(k) Limit By Record Amounts

IRS Increases 401(k) Limit By Record Amounts As inflation soars, you can now save a lot more for your retirement On October 21st, the Internal Revenue […]
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October 28, 2022
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IRS Adjusts Tax Brackets to Account for Inflation

IRS Adjusts Tax Brackets to Account for Inflation Shifts in tax brackets as well as the standard deduction slated for 2024 On October 18, 2022, the […]
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October 28, 2022
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What the Mid-Terms Might Do to the Stock Market

What the Mid-Terms Might Do to the Stock Market The S&P 500 does best when one party controls Congress and the WH too The 2022 Midterm […]
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October 28, 2022
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Strategies for Balancing Family and Financial Security

Strategies for Balancing Family and Financial Security Having the right work-life balance is a key factor in fighting burnout, lowering stress levels, and maintaining strong relationships […]
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October 27, 2022
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Documenting Fiduciary Plan Management Responsibilities

Documenting Fiduciary Plan Management Responsibilities ERISA states that every plan document must identify a “Named Fiduciary” to be the individual or entity serving as the primary […]
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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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