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July 30, 2019
Categories
  • Blog

Four Reasons to Integrate Health Savings into your Retirement Plan

As Americans look into the future and towards retirement, many understand that maintaining their health will be an important part of their overall quality of life […]
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May 21, 2019
10 Finance Books to Add to Your Summer Reading List
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  • Blog

10 Finance Books to Add to Your Summer Reading List

While you’re packing your bag for the beach, don’t forget to throw in some sunscreen, your favorite pair of sunglasses, and a great book to enjoy […]
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May 10, 2019
Four Ways to Increase Employee Retirement Contributions
Categories
  • Newsletter

Four Ways to Increase Employee Retirement Contributions

As a retirement plan sponsor, you want your employees to save the most they can in order to reach their maximum retirement potential. A significant amount […]
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May 10, 2019
Ten Reasons to Roll Into Your Employer’s Plan Versus an IRA
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Ten Reasons to Roll Into Your Employer’s Plan Versus an IRA

Do you have retirement plan assets with a former employer’s plan that you’re not sure what to do with? Review the pros and cons of consolidating […]
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May 10, 2019
How Many Investment Options Should You Offer?
Categories
  • Newsletter

How Many Investment Options Should You Offer?

Many plan sponsors struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when […]
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April 9, 2019
Ten Reasons to Roll Over Into Your Plan Versus an IRA
Categories
  • Newsletter

Ten Reasons to Roll Over Into Your Plan Versus an IRA

Michael Viljak, Manager, Advisor Development Do you have employees in a prior employer’s retirement plan? Should they transfer these assets to a personal IRA or into […]
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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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