Blog

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

Client Retention 12/1/2020

Talking Points for Investment Advisory Clients Scared of Market Volatility

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

11/25/2020

Simplifying Nevada Trusts | Part 6: Benefits by Trust Type

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Financial Advisors 11/24/2020

Engaging in Wealth Transfer Planning with a Client

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

Trust 11/19/2020

Simplifying Nevada Trusts | Part 5: Funding Trusts with a Completed or Incomplete Gift

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Financial Advisors 11/17/2020

This Might Help You Understand Our Current Stock Market

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE

Trust 11/12/2020

Simplifying Nevada Trusts | Part 4: Grantor vs. Non Grantor

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Client Acquisition 11/9/2020

Simple Digital Marketing Tips to Grow Your Practice

This post was authored by Paul C.Ragone. Paul C. Ragone is a Investment Advisor Representative of, and Security and Investment Advisory Services o... READ MORE

Trust 11/5/2020

Simplifying Nevada Trusts | Part 3: Control vs. Beneficial Enjoyment

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

10/29/2020

Simplifying Nevada Trusts | Part 2: Earning the Trust of Wealthy Prospects

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Salvatore M Capizzi 10/28/2020

Quick Guide to New 2021 Tax and Qualified Plan Changes

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE

Financial Advisors 10/23/2020

Fanfare for the Uncommon Bear

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE

Trust 10/22/2020

Simplifying Nevada Trusts | Part 1: Why Nevada?

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Trust 10/21/2020

Simplifying Nevada Trusts

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Financial Advisors 10/20/2020

It is Time to Focus on Taxes Now

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE