Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 1/21/2021
In 2019 the U.S. Senate had the Retirement Enhancement and Savings Act 2019 (RESA) on the heels of the Setting Every Community Up for Retirement En... READ MORE
1/19/2021
Many clients don’t see the need for financial planning. They earn more than they spend. What could possibly go wrong? READ MORE
Video 1/12/2021
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 Retention 1/5/2021
It happens. People give up. We’ve heard you shouldn’t change horses in midstream. The same goes for acting in haste. A client tells you they ar... READ MORE
12/31/2020
Sal Capizzi identifies the critical element of 2020 for most of you and especially for your clients. READ MORE
12/24/2020
Every stock down in Dow ville, liked Christmas a lot; But the Covid virus, of Twenty Twenty did not. The virus hated the Dow, and all stocks toget... READ MORE
12/22/2020
We all want the same things. You want to add new clients, and you would like them to come to you. You have someone on your staff who understands te... READ MORE
12/15/2020
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE
12/4/2020
This post was authored by Olivia Dunham, a Dunham staff member. If you have questions concerning today's topic, please call us at (858) 964 - 0500... READ MORE
Client Retention 12/1/2020
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
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
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
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 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
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