Lifestyle | The Duncan Group

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Wealth Management in Real Life

Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Gone Phishing

Cybercriminals are using AI to carry out mass phishing attacks, making it crucial for you to recognize these threats.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

A Financial Checklist for Post-Graduates

Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

Ten Financial Moves to Make When Your Child Turns 18

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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Articles

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Bull & Baird: Inside Out

We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Family Governance: A Key to Maintaining Your Legacy

As your family expands, a governance plan can help keep your vision, values and mission on track.

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Videos

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprises

Making the most of surprises is a great reason to work with us.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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