Financial Services & Wealth Management News
November 25, 2020

8 Point Year-End Financial Planning Checklist

The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a […]
November 9, 2020

5 Ways to Support Small Businesses

Happy Small Business Saturday! As a family business ourselves, we understand and value the time, passion, and hard work that goes into starting and maintaining a […]
November 4, 2020

Thanksgivings From Your Friends at Duncan Financial Group

We have a lot to be thankful for this year! #1: Our Clients We give thanks every day to our clients, but in case not all […]
December 18, 2019

New Year’s Resolutions for Your Business

A New Year is an opportunity to take inventory of your current behaviors and find areas for personal improvement. However, contrary to popular belief, New Year’s […]
November 20, 2019

Three Reasons Why You Should Shop Locally

You’re making your shopping list—and checking it twice. But this year before you head out to your favorite store or log on to shop online, consider […]
October 25, 2019

No Spend November- Are You Up to the Challenge?

As we tee up for a new month (November—already?) we also begin to brace for the turn of the season. No—we aren’t talking about winter. We […]