Financial Services & Wealth Management News


August 2, 2019

What is “Socially Responsible Investing”?

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

Anthem Settlement Awards Participants More than $23M

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 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 […]