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What is a Mutual Fund? And How Does It Work?What is a Mutual Fund? And How Does It Work?What is a Mutual Fund? And How Does It Work?What is a Mutual Fund? And How Does It Work?
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June 15, 2020
Categories
  • Blog

What is a Mutual Fund? And How Does It Work?

Finding a short-term or long-term investment strategy that fits your budget and goals can be challenging, especially when you are not familiar with each of your […]
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May 26, 2020
Categories
  • Blog
  • Retirement

Is it Time for a Plan Refresh?

The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a). However, there […]
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April 2, 2020
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  • Uncategorized

Closing the Retirement Gender Gap: How Retirement Plan Advisors Can Help

Despite the fact that women tend to live longer, female workers typically have lower retirement account balances than their male counterparts. Many factors may contribute to […]
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March 17, 2020
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  • Blog
  • Newsletter

Tips to Weather a Turbulent Market

With the recent market volatility, it’s understandable that you may be concerned about your investments. Volatile markets can make you wonder if you’re on track to […]
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March 11, 2020
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  • Blog

4 Things To Know About Estate Planning

Whether you know it or not, you have an estate. Estates are not a privilege reserved for the ultra-wealthy, but the property, savings, and assets owned […]
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March 5, 2020
Categories
  • Blog

Staying the Course: Coronavirus and Past Market Epidemics

As of February 28, 2020, global stock markets have entered “correction” territory, defined as a 10% decline from the index high. This is in large part […]
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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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