Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 7/20/2021
If you haven’t yet established yourself as a trusted resource for young investors, you could be missing an opportunity to work with a key demograph... READ MORE
Financial Advisors 7/13/2021
Beginning July 15, 2021, the IRS will begin distributing the 2021 Child Tax Credit payments. These advance payments occur as part of the $1.9 trill... READ MORE
Video 7/6/2021
Dunham's opinions on domestic markets, international markets, and the bond market of Q2 2021. READ MORE
Financial Advisors 6/29/2021
We’re exploring specialized financial advisor designations. For example, what does it mean to be a Certified Student Loan Professional, or a Charte... READ MORE
Client Acquisition 6/22/2021
You cultivate friends. You talk with prospects. Today they have more choices than ever. Why should they do business with you and your firm? READ MORE
Financial Advisors 6/15/2021
The pandemic has delivered both crises and opportunities. If you run your own operation or are guiding a larger organization, you are wondering: Ho... READ MORE
Financial Advisors 6/8/2021
In the name of diversification, you likely include a combination of growth and value stocks when building your client’s portfolios. The ratio, of c... READ MORE
Financial Advisors 6/1/2021
Younger people often feel at a disadvantage in the financial services business. It’s a business where silver hair implies competence. READ MORE
Video 5/25/2021
It's no secret that letting emotions guide your investment strategy could be a costly decision. However, it can be hard not to let fear get the bes... READ MORE
Financial Advisors 5/18/2021
You just met a fantastic HNW individual at a networking event, and even better, got their contact information. You are already planning to follow u... READ MORE
Financial Advisors 5/11/2021
Polite persistence means staying on the prospect’s radar screen without being annoying. This is a longer-term strategy, but it’s employed with many... READ MORE
Financial Advisors 5/4/2021
It’s no secret that the financial world is filled with acronyms. However, it can feel like a secret when you have to decipher each and every meaning. READ MORE
Trust 4/29/2021
Many parents will name children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and inheri... READ MORE
Financial Advisors 4/27/2021
Last week an IRS spokesperson said the calculations shown in IRS Publication 590-B are incorrect and will be revised. READ MORE
Trust 4/22/2021
While IRA owners may name their special needs child as the beneficiary of their IRA to prepare for their child’s future, doing so may have unforese... READ MORE