Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Financial Advisors 8/3/2021

Identifying the Invisible Rich

Reaching out to wealthy prospects may be an essential part of your practice, but defining who those individuals are and where to find them can be d...

READ MORE

Financial Advisors 7/27/2021

Will Inflation Take a Bite out of Your Retirement?

It is essential to put money aside for retirement – the earlier you start investing and growing your assets, many argue, the better.

READ MORE

Financial Advisors 7/21/2021

Dunham Personal Investment Video Statements are Now Available!

As another benefit of the technology suite Dunham provides for you and your clients, the second quarter video statement is now available.

READ MORE

Financial Advisors 7/20/2021

Strengthening Connections with Your Clients’ Children and Grandchildren

If you haven’t yet established yourself as a trusted resource for young investors, you could be missing an opportunity to work with a key demograph...

READ MORE

Financial Advisors 7/13/2021

Discussing the 2021 Child Tax Credit with Your Clients

Beginning July 15, 2021, the IRS will begin distributing the 2021 Child Tax Credit payments. These advance payments occur as part of the $1.9 trill...

READ MORE

Financial Advisors 6/29/2021

Exploring Financial Advisor Designations in Specialized Fields

We’re exploring specialized financial advisor designations. For example, what does it mean to be a Certified Student Loan Professional, or a Charte...

READ MORE

Client Acquisition 6/22/2021

Five (Not So Obvious) Reasons Prospects Should Choose You

You cultivate friends. You talk with prospects. Today they have more choices than ever. Why should they do business with you and your firm?

READ MORE