Blog

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

1/31/2023

Finance Essentials: Bond Basics

The Finance Essentials Series seeks to explore, clarify, and explain concepts you may see as common knowledge, but your clients view as technical j... READ MORE

1/26/2023

Behind the Scenes of Your Dunham Portfolio

Dunham is pleased to offer you "Behind the Scenes of Your Dunham Portfolio"! Join us as we explore the thinking and analysis that went into the Dun... READ MORE

1/24/2023

Falling for Fintech: Website Builder

It is vital to give a solid impression with a website. You may need help with starting or refining your site. There is an eligible fintech that mee... READ MORE

1/17/2023

Helping Charities Raise More Money

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

1/10/2023

Rolling Over a 529 Plan to a Roth IRA

Things don’t always go as planned. As I grow older, this statement has become more and more apparent to me. When it comes to your children planning... READ MORE

1/9/2023

The Dunham Quarter in 2s

Dunham is pleased to offer you the Dunham | Quarter in 2s! Every quarter we will give you our opinions on domestic markets, international markets, ... READ MORE

1/3/2023

Planning a Financial Seminar Guide

One great way to communicate in person with many clients is by hosting a financial seminar. While this task is easily described, hosting and planni... READ MORE

12/29/2022

Comparing the Use of a Charitable Remainder Trust, Donor Advised Fund, and a Private Family Foundation

In this final article of the series, we will compare these three methods of giving to provide guidance as to which might be suitable for you and yo... READ MORE

12/27/2022

SECURE 2.0 Act: Reshaping Retirement Plans

New and improved retirement policies through the SECURE 2.0 Act passed the House of Representatives this past Friday, December 23, and the bill now... READ MORE

12/20/2022

The Use of a Charitable Remainder Trust

This article will explore what is known as a Charitable Remainder Trust. This trust can go by several names and formats, like a Charitable Remainde... READ MORE

12/20/2022

Time is Money: 7 ways to use your 'gap time' more productively

What are these little bits of time? You are called in from the field into the office because your manager wants to meet for your periodic performan... READ MORE

12/15/2022

What is a Donor Advised Fund

Through the years, Donor-Advised Funds have become increasingly common in the philanthropic community for the good they can do today and the good t... READ MORE

12/13/2022

Take the Roth IRA Quiz!

In the world of IRAs and qualified plans, nothing seems to create more debate and google searches than the Roth IRA. On the surface, it seems simpl... READ MORE

12/8/2022

How a Private Family Foundation Works

A Private Family Foundation is one way to help you establish your charitable giving during your lifetime. Furthermore, because you generally establ... READ MORE

12/6/2022

Retirement Guide for Self-Employed Clients

For your self-employed clients, the common question is, which retirement plan is right for me? Is it a Simplified Employee Pension (SEP IRA), Savin... READ MORE

12/1/2022

Why Charitable Giving Benefits All - Including You and Your Family

Many of us have dreamed of making the world a better place. We have visions of a world with equality, freedom, and healthcare available to all - a ... READ MORE

11/29/2022

What to Give Clients Who Have Everything: Client Gift Guide

With Thanksgiving suddenly behind us, it's time to start looking forward to what many consider 'the most wonderful time of the year. As the holiday... READ MORE

11/22/2022

Falling for Fintech: Financial Planning Software

According to The Kitces Research on Independent Adviser Tech, in 2021, 83% of financial advisors used some type of financial planning software. If ... READ MORE

11/17/2022

Charitable Remainder Trust

Capital gains got you down? See our new Charitable Remainder Trust Video! READ MORE

11/15/2022

Finance Essentials: Market Volatility Lecture

While this may not be a completely new concept to your clients, it may be worth clarifying. Trying to break down the complexity of market volatilit... READ MORE