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December 10, 2021
Categories
  • Blog

The Importance of Market Valuations

Although financial professionals often rely on long-term historical averages when making capital market assumptions, not all starting points are the same. As such, investors need to […]
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December 10, 2021
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  • Blog

Time for a Financial Check Up

With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account […]
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November 9, 2021
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  • Blog

Carving a Holiday Budget

The holidays are a time for giving, but often people can be a little overgenerous during this time of year and later find themselves in financial […]
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November 5, 2021
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A Retirement Plan That Makes Tax Sense

One of the more popular types of retirement plans in use today is a 401(k) plan. One reason for their appeal is that employees are allowed […]
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November 5, 2021
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Estate Planning is a Team Effort

Estate planning often involves a team consisting of an attorney, a financial professional, an insurance professional, and yourself. However, whether you are establishing a new estate […]
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November 5, 2021
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Funding 529 Plans with UGMA/UTMA Assets

Prior to the popularity of 529 plans, many people saving for their children’s education opted for either a Uniform Gifts to Minors Act (UGMA) account or […]
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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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