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March 4, 2019
Categories
  • Newsletter

Department of Labor Issues Relief Guidance for Victims of California Wildfires

The U.S. Department of Labor (DOL) recently issued benefit plan guidance and relief for plans and participants affected by the 2018 California Wildfires. The DOL recognizes […]
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February 20, 2019
Prevent Package Theft
Categories
  • Blog

Ship, Ship, Hooray! 7 Package Theft Prevention Tips You Need to Know

From purchasing the latest gadgets to ordering your groceries for the week, you are able to buy just about anything online. But, how safe are your […]
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February 6, 2019
Effective Employee Education
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  • Blog

Effective Employee Education

Fiduciary duty requires you to provide your employees and participants with educational opportunities so they can make informed investment decisions. It’s not always easy to know […]
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February 6, 2019
Don’t Let Student Loan Debt Get in Your Way of Financial Success
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  • Blog

Don’t Let Student Loan Debt Get in Your Way of Financial Success

If you find yourself in a position of not being able to pay off your student loan debt and save for your future, you’re not alone. […]
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February 6, 2019
Categories
  • Blog

Repay Student Loans or Save in a Retirement Plan? Why Not Both?

Many employees feel squeezed to both pay off their debt and save for their future. A recent Private Letter Ruling (PLR) opens the door for employers […]
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January 30, 2019
SaveYourRefund
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  • Blog

Saving at Tax Time through SaveYourRefund

More than half of all Americans have no savings to help them cope with even small emergencies. Yet more than 100 million taxpayers get refunds from […]
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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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