Blog

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

Bryce Sanders 5/27/2020

How an Advisor’s Time Translates Into Value

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

5/19/2020

De-escalating a Hostile Situation, with Jeffrey Dunham

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 5/13/2020

15 Tips To Help You Survive Your First Year As A Financial Advisor

Dave Fadenziero is a financial advisor based out of Mountainside, New Jersey. He celebrated his one year business anniversary on February 21. Faden... READ MORE

Financial Advisors 5/6/2020

Are Advisors Following, "The Scout Law"?

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

Financial Advisors 4/28/2020

An Advisor's Curse

I once heard a detective say there is a detectives’ curse. The curse is that the solution to the crime was right under the detective’s nose, but sh... READ MORE

Financial Advisors 4/22/2020

"Should I Wait, Or Should I Invest Now"?

In our current market environment, investors sitting in cash may be torn by wanting to wait and see if the market will go down, or invest now as th... READ MORE

Market Opinion 4/15/2020

The 1987 Bears Vs The 2020 Bears.

I worked directly across the street of the New York Stock Exchange on October 19, 1987. READ MORE

Financial Advisors 4/13/2020

New Relief for Retirees Taking Unwanted RMDs in 2020 – But for Everyone

On Thursday, April 9, 2020 IRS issued Notice 2020-23, which extended additional key tax deadlines for individuals and businesses. READ MORE

Video 4/7/2020

Video: Dunham | Quarter in 2s

Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes. READ MORE

Financial Advisors 3/31/2020

Had We Not Done This, It Would Have Been a Big Mistake - News Your Clients Must Know Right Now.

The Government just moments ago unveiled a major program that will help to pay the $2 trillion emergency spending bill – but not all your clients w... READ MORE

Financial Advisors 3/30/2020

Quick Reference Of Relevant Provisions Of CARE Act

The CARE Act, signed by President Trump on Friday, March 27, aims to provide emergency assistance for individuals, families, and businesses affecte... READ MORE

Market Opinion 3/25/2020

When Fixed Income Broke?

A balanced portfolio comprised of stocks and fixed income (bonds) has been historically designed to diversify the risk of stocks. READ MORE

Market Opinion 3/24/2020

Can The Fed, Congress, and The President Rescue Our Economy From Recession?

To put $1 trillion in perspective, moving backwards in time, 1 billion seconds would take us to about 1989. 1 trillion seconds would take us to aro... READ MORE

Free Time & Leisure 3/19/2020

Social Distancing Activities - Live Updates

Countless places around the world have closed in order to reduce the spread of COVID-19. But social distancing does not have to be all that bad, do... READ MORE

Market Opinion 3/18/2020

The Anatomy Of A Depression Vs. A Recession

After the crash of 1987, the running joke between traders on Wall Street was that the difference between a recession and a depression is that when ... READ MORE