Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 4/8/2021
Homer wrote about the dilemma Odysseus faced as he crossed the strait of Messina. For investors with large IRAs, the SECURE Act poses a similar, Od... READ MORE
Financial Advisors 4/6/2021
SEO for financial advisors comprises of many strategies. Here are 5 ways to get backlinks to boost your website’s search ranking and bring more tra... READ MORE
Trust 4/1/2021
Although the SECURE Act eliminated the stretch IRA strategy, IRA owners who are updating their estate plans may find a potential substitute for the... READ MORE
Financial Advisors 3/30/2021
The job of a financial advisor can be likened to climbing a ladder. We look upwards and are sometimes dismayed by how far away our goals seem to be. READ MORE
Trust 3/25/2021
Leaving your IRA to your spouse may be a problem if they remarry. Assigning your spouse as the beneficiary may lead to unintentionally disinheritin... READ MORE
Client Retention 3/23/2021
Many people think investing is easy. In this article, Bryce Sanders discusses seven reasons why everyone isn't rich, and how individual investors m... READ MORE
Trust 3/18/2021
An Individual Retirement Account (IRA) may be one of your client’s largest assets. When leaving an IRA to a beneficiary, your client will likely tu... READ MORE
Financial Advisors 3/16/2021
As a financial advisor, you likely have a website. That’s great. But, what does it do? And how are visitors using your site? In this post, we’ll gu... READ MORE
About Us 3/12/2021
We are excited to announce that Dunham’s Real Estate Stock Fund has won the 2021 Lipper Fund Award for Best Real Estate Fund over the 3 year period. READ MORE
Financial Advisors 3/2/2021
Years ago, I heard some excellent trainers remarking on coaching experienced advisors. “List your top 20 clients and how you got them.” READ MORE
Financial Advisors 2/23/2021
Before investing or trading in that cryptocurrency for your newest purchase, you’re probably going to want to ask yourself this: how is it taxed? READ MORE
Financial Advisors 2/16/2021
Last year was a rough year for many people. People think about their own mortality. Jobs no longer seem secure. Your client tells you they want to ... READ MORE
Financial Advisors 2/9/2021
If I had a dollar for every time a client approached me with a dubious investment pitch, it would cover a few coffee orders. READ MORE
Financial Advisors 2/1/2021
For the longest time I thought that GameStop was an intervention group for parents whose children obsessively play video games. Just Kidding! READ MORE
Financial Advisors 1/26/2021
Whether you're helping a client plan their financial future or file their taxes, bad habits can throw a monkey wrench into the process. Financial g... READ MORE