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June 5, 2019
Categories
  • Blog

Millennials Start Saving Now!

Millennials Start Saving Now! Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or house payments, and other day-to-day expenses mean […]
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June 5, 2019
Categories
  • Blog

Millennials Know It All. But, Are They Saving for Retirement?

Millennials Know It All. But, Are They Saving for Retirement? Jamie Hayes, CPFA, C(k)P®, AIF®, Senior Plan Advisor Millennials – they’ve infiltrated the workplace and bring […]
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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 16, 2019
6 Summer Saving Activities
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  • Blog

Six Summer Saving Activities

It’s time for fireworks, ice cream, and catching lightning bugs. Summer is on the horizon, but don’t let the change in season change your spending habits. […]
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May 10, 2019
Ten Reasons to Roll Into Your Employer’s Plan Versus an IRA
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  • Newsletter

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 6, 2019
Determining Your Credit Score
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  • Blog

Settle the Score with Your Credit Score

Credit scores, for better or worse, affect a large portion of your financial life. From assessing if you are eligible for loans or renting a property, […]
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Check out the background of firms and investment professionals on FINRA's BrokerCheck.

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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