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Estate

Why Everyone Needs an Estate Strategy

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Latest Blog Post

Market Commentary Week of July 20, 2020

July 20, 2020

The Markets: Is the United States economy recovering or faltering? It depends on who you ask and which data you consider. For example, last week, the Department of Labor reported fewer people applied for first-time unemployment...

Market Commentary Week of July 6, 2020

July 07, 2020

The Markets: What a quarter!Who could have guessed a global pandemic would produce outsized stock market returns? Near the end of last quarter (March 23), the Standard & Poor’s 500 Index was down 30.75 percent for the year, and...

LifeStyle Newsletter - Coping with Pandemic Stress

July 06, 2020

If your stress and anxiety levels are reaching a breaking point, you’re not alone. A recent Kaiser Family Foundation (KFF) poll found 45 percent of adults in the United States are feeling worry and stress related to the coronavirus....

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Securities America, Inc., Member FINRA (www.finra.org) SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Duncan Investment Advisors, Inc. (DBA Duncan Financial) and Securities America companies are separate entities. CA Insurance Licenses: Charles Duncan #0706371 & Paul Duncan #0H57504

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Duncan Financial
Office: (760) 476-1560
Toll-Free: (888) 756-7568
Fax: (800) 997-9331

5973 Avenida Encinas
Suite 210
Carlsbad, CA 92008

info@duncanfinancial.com

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