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


Low Correlation - A Defense Against the Bear

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


How to Advise Your Free-Spending Clients

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


6 Questions to Stress Test a Client's Finances

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


A Valuable Resource During a Bear Market | Dunham’s Market Cycle Chart

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

The Fundamentals of Email Marketing for Financial Advisors

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


You Should Share an Agenda Before Every Meeting – Here’s Why

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

Anatomy of a Depression vs. a Recession

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

The Stock Market Crash of 1987

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

Dunham Receives Refinitiv Lipper Fund Award for the Dunham International Stock Fund

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

Why You Should Incorporate More Video Marketing in 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

Announcing the Dunham Market Snapshot

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


Emotional Market Timing: Operation Desert Storm

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

A Valuable Resource During a Bear Market | Dunham’s Market Cycle Chart

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

Turning to Dollar Cost Averaging During a Market Decline

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

Looking Back at the COVID Crash of 2020

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

Using Emotions as Your Investment Guide Could Cost You

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

Helping Clients through Market Downturns Without Panic Selling

With negative numbers lining indexes, whispers of “bear market” are growing louder and louder. READ MORE

Video 1/20/2022

Video: Is Giving Your IRA to Charity the Only Alternative to Paying the Tax?

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

Trust 1/18/2022

What is a Charitable Remainder Trust and How Does it Work?

A charitable remainder trust is a powerful solution for eliminating capital gains taxes at the point of sale and converting appreciated assets, lik... READ MORE

Video 1/13/2022

Video: Establishing an IRA Trust for a Special Needs Child

If a special needs beneficiary receives needs-based government benefits, like Supplemental Security Income, Medicaid, or housing assistance, attain... READ MORE