Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
5/24/2022
As the market declines, now may be the time to consider Roth IRA conversions. With both the stock and bond markets falling and IRA accounts possib... READ MORE
5/17/2022
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
5/10/2022
Ideally, you would love to find a “perfect” defense for an investment portfolio. However, an investment that always beats inflation and does not lo... READ MORE
5/3/2022
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE
4/26/2022
One of the lessons learned from the Great Recession of 2008 was that the big banks should always be prepared for an emergency. How would they react... READ MORE
4/19/2022
This blog post was originally posted on February 22, 2022 and is authored by the Dunham Marketing Team. If you have questions concerning today's t... READ MORE
Financial Advisors 4/12/2022
As a financial advisor, you likely have a list of prospects that you are hoping to convert into clients. This is where email marketing may prove to... READ MORE
4/5/2022
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 3/29/2022
During the Financial Crisis of 2008, the running joke in the media was that the difference between a recession and a depression is that when your c... READ MORE
Financial Advisors 3/22/2022
Imagine finding out that today, the S&P 500 lost -20.47%. How would you react? Would you hold firm with your investment, or would you employ what w... READ MORE
About Us 3/15/2022
We are excited to announce that Dunham’s International Stock Fund has won the 2022 Lipper Fund Award for Best International Multi-Cap Core Fund ove... READ MORE
Financial Advisors 3/8/2022
Video content is not just nice to have anymore - it's now the way audiences expect to engage with you. If you haven't yet incorporated video into y... READ MORE
About Us 3/1/2022
We are excited to announce that the Dunham Weekly Market Commentary is receiving a brand-new look, now called the Dunham Market Snapshot! READ MORE
2/24/2022
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
Financial Advisors 2/22/2022
One reason you may want to maintain hope during a bear market lies in the understanding that in our view, the stock market generally rises and fall... READ MORE
Video 2/15/2022
Today we’ll be looking at how investors can take the emotion out of investing by Understanding Dollar Cost Averaging. READ MORE
Financial Advisors 2/8/2022
When the clock struck midnight on January 1, 2020, few people could have predicted emotional and tumultuous effect COVID-19 would have on their lives. READ MORE
Financial Advisors 2/1/2022
This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio decli... READ MORE
Financial Advisors 1/25/2022
With negative numbers lining indexes, whispers of “bear market” are growing louder and louder. READ MORE
Video 1/20/2022
In Greek Mythology, Homer wrote about two sea monsters, Scylla and Charybdis, who lived on opposite sides of the Strait of Messina. They posed an i... READ MORE