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

Trust 4/1/2021

Eliminating the SECURE Act Tax on an IRA

Although the SECURE Act eliminated the stretch IRA strategy, IRA owners who are updating their estate plans may find a potential substitute for the... READ MORE

Financial Advisors 3/30/2021

Look Back on Your Accomplishments

The job of a financial advisor can be likened to climbing a ladder. We look upwards and are sometimes dismayed by how far away our goals seem to be. READ MORE

Trust 3/25/2021

How Leaving an IRA to Your Spouse Could Disinherit Your Kids

Leaving your IRA to your spouse may be a problem if they remarry. Assigning your spouse as the beneficiary may lead to unintentionally disinheritin... READ MORE

Client Retention 3/23/2021

Why Isn't Everyone Rich?

Many people think investing is easy. In this article, Bryce Sanders discusses seven reasons why everyone isn't rich, and how individual investors m... READ MORE

Trust 3/18/2021

IRA Planning to Capture Large IRA Assets

An Individual Retirement Account (IRA) may be one of your client’s largest assets. When leaving an IRA to a beneficiary, your client will likely tu... READ MORE

Financial Advisors 3/16/2021

Designing Your Website for Prospect Leads

As a financial advisor, you likely have a website. That’s great. But, what does it do? And how are visitors using your site? In this post, we’ll gu... READ MORE

About Us 3/12/2021

Dunham Receives Refinitiv Lipper Fund Award for Best Real Estate Fund Over the 3 Year Period

We are excited to announce that Dunham’s Real Estate Stock Fund has won the 2021 Lipper Fund Award for Best Real Estate Fund over the 3 year period. READ MORE

Financial Advisors 3/2/2021

5 Lessons Rookies Learn and Veterans Forget

Years ago, I heard some excellent trainers remarking on coaching experienced advisors. “List your top 20 clients and how you got them.” READ MORE

Financial Advisors 2/23/2021

How is Cryptocurrency Taxed?

Before investing or trading in that cryptocurrency for your newest purchase, you’re probably going to want to ask yourself this: how is it taxed? READ MORE

Financial Advisors 2/16/2021

How Wealthy Clients Could Achieve Early Retirement

Last year was a rough year for many people. People think about their own mortality. Jobs no longer seem secure. Your client tells you they want to ... READ MORE

Financial Advisors 2/9/2021

How Do I Respond to a Client's Questionable Investment Ideas?

If I had a dollar for every time a client approached me with a dubious investment pitch, it would cover a few coffee orders. READ MORE

Financial Advisors 2/1/2021

A Game Stopper in Less Than 180 Seconds

For the longest time I thought that GameStop was an intervention group for parents whose children obsessively play video games. Just Kidding! READ MORE

Financial Advisors 1/26/2021

10 Ways to Get Clients to Change Their Habits

Whether you're helping a client plan their financial future or file their taxes, bad habits can throw a monkey wrench into the process. Financial g... READ MORE

Trust 1/21/2021

Critical IRA News: It is Back, But Will It Still Be Missing?

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

Financial Advisors 1/19/2021

16 Financial Planning Questions to Answer in 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

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

Client Retention 1/5/2021

When Your Client Doesn’t Want to Be Your Client Any Longer

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

Financial Advisors 12/31/2020

2020 Year in Review

Sal Capizzi identifies the critical element of 2020 for most of you and especially for your clients. READ MORE

Financial Advisors 12/24/2020

How the Virus Almost Stole Christmas (and the DOW Saved the Day!)

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

Client Acquisition 12/22/2020

How to Add Clients Immediately After the Holidays

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