Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 1/18/2022
A charitable remainder trust is a powerful solution for eliminating capital gains taxes at the point of sale and converting appreciated assets, lik... READ MORE
Video 1/13/2022
If a special needs beneficiary receives needs-based government benefits, like Supplemental Security Income, Medicaid, or housing assistance, attain... READ MORE
Video 1/11/2022
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes. READ MORE
Video 1/6/2022
Many parents will name their children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and ... READ MORE
Financial Advisors 1/4/2022
As a financial advisor who also has a tax practice, it would not be surprising if your clients asked what they are receiving for the fee they are p... READ MORE
Video 12/30/2021
In 2020, most provisions of the SECURE Act went into effect, including a provision that requires a mandatory payment of all taxes on an inherited I... READ MORE
Video 12/23/2021
IRA owners often name their spouse as the beneficiary of their IRA. This video explains why doing so may cause problems if the spouse decides to re... READ MORE
Financial Advisors 12/21/2021
Happy Holidays from the Dunham team! Let's take a Holly, Jolly look back at 2021 as we prepare for the year to come. READ MORE
Sales Development 12/14/2021
You need to find prospects, get them to talk with you, follow up and eventually close. Sometimes the right expression can help to get your point ac... READ MORE
Video 12/9/2021
An Individual Retirement Account (IRA) may contain a large portion of assets that you've saved with your children or other loved ones in mind. When... READ MORE
Client Retention 12/7/2021
And just like that, as quickly as 2021 began, it came to a close. The end of the year can often catch us by surprise as we dive into everything fro... READ MORE
Sales Development 11/30/2021
Today, we’re looking at the final (and essential) puzzle piece – closing a sale with a potential prospect. We’re looking at five critical steps to ... READ MORE
Video 11/23/2021
If you have clients who want to become more intentional with their charitable giving, they may be interested in establishing a donor-advised fund. READ MORE
Financial Advisors 11/16/2021
This past Wednesday, the Internal Revenue Service released inflation adjustments on various tax items for the year 2022. I thought you would find i... READ MORE
Financial Advisors 11/11/2021
When the sale of a stock yields substantial gains, it will trigger a tax bill that, at times, can be sizeable. There could be significant tax advan... READ MORE
Free Time & Leisure 11/9/2021
In the professional world, gratitude can be a little-talked-about subject. But it's an important one! Showing gratitude and appreciation for your c... READ MORE
Financial Advisors 11/4/2021
When the sale of real estate yields substantial gains, it will trigger a tax bill that, at times, can be substantial. There could be significant ta... READ MORE
Financial Advisors 11/2/2021
When considering estate taxes, where your client lives has a big impact on how much their estate will owe when they die. READ MORE
Financial Advisors 10/28/2021
When the sale of a business yields substantial gains, it will trigger a tax bill that, at times, can be substantial. READ MORE
Free Time & Leisure 10/26/2021
Spending the day sitting at your desk, in meetings with clients, or in your car commuting can be an unavoidable part of being a financial advisor. READ MORE