Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Financial Advisor 11/5/2024

Seven Arrows for Financial Advisors Helping Clients Sell Businesses and Real Estate

Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a...

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Financial Advisor 10/15/2024

How Financial Advisors Can Simplify Complex Investment Concepts and Build Client Trust

Financial advisors can build client trust by simplifying complex investment concepts without losing substance. Learn actionable strategies to break...

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Financial Advisor 9/24/2024

Women Are Leading the Next Wave of Growth in Wealth Management

Women are set to control $30 trillion in financial assets by 2030, driving a major shift in wealth management. As female economic power grows, fina...

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Financial Advisor 8/6/2024

How to Preserve Generational Wealth During the $84 Trillion Wealth Transfer

Discover effective strategies for preserving generational wealth during the $84 trillion Great Wealth Transfer. Learn about trusts, financial liter...

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Financial Advisor 6/18/2024

Top 8 Analogies Every Financial Advisor Can Use to Connect with Clients

Financial topics can be daunting for clients. Financial advisors should use analogies to make concepts clearer and more relatable. Analogies like f...

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Financial Advisor 6/11/2024

Elevate Your Practice: Outsourcing Essentials for Independent Financial Advisors

Running a financial advisory practice involves more than investment advice. Outsourcing tasks like tax planning and content marketing can boost eff...

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Financial Advisor 6/4/2024

Lost in the Financial Frenzy? A Financial Advisor Can Help Cut Through the Noise

Financial advisors help bridge the gap between perception & reality. Confused clients with mismatched economic understanding & retirement goals nee...

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Financial Advisor 5/28/2024

Stressed About the Nest Egg? How Mental Health Can Derail Retirement Dreams

Recognizing the link between rising mental illness and poor financial outcomes is crucial. Financial stability supports mental well-being, but ment...

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Financial Advisor 5/21/2024

The Feminization of Wealth and the Role of DunhamDC

Women are set to inherit $30 trillion of Baby Boomer wealth by the decade's end. This "Feminization of Wealth" signifies a major demographic shift....

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Financial Advisor 5/14/2024

Financial Planning In An Era Of Longer Lifespans: What You Need To Know

As life expectancies rise, retirement planning faces challenges. Longer lifespans mean longer retirements, necessitating adjustments in financial p...

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Financial Advisor 5/7/2024

The Great Wealth Transfer: Here’s What You Need To Know

Discover the implications of the "Great Wealth Transfer" for generations to come. Explore its economic impacts and how financial advisors can guid...

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