Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
3/7/2023
If your clients’ risk tolerance is decreasing while talk of a recession is increasing, some of your clients may ask you to find options with potent... READ MORE
2/28/2023
Advertising is a difficult task for any business. It requires a clear strategy and a careful understanding of your target market. As a financial ad... READ MORE
2/21/2023
A client meeting used to be held at the office or at a restaurant; now, many meetings are virtual. According to Zippia, 50% of employees have at le... READ MORE
2/14/2023
Finding solid strategies to encourage client referrals could set your practice apart from the rest and may help you bring in new AUM. Create busine... READ MORE
2/7/2023
Your clients are the people in your life that you make a business of caring for, so why not use this holiday to show your clients some love as well? READ MORE
1/31/2023
The Finance Essentials Series seeks to explore, clarify, and explain concepts you may see as common knowledge, but your clients view as technical j... READ MORE
1/26/2023
Dunham is pleased to offer you "Behind the Scenes of Your Dunham Portfolio"! Join us as we explore the thinking and analysis that went into the Dun... READ MORE
1/24/2023
It is vital to give a solid impression with a website. You may need help with starting or refining your site. There is an eligible fintech that mee... READ MORE
1/17/2023
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
1/10/2023
Things don’t always go as planned. As I grow older, this statement has become more and more apparent to me. When it comes to your children planning... READ MORE
1/9/2023
Dunham is pleased to offer you the Dunham | Quarter in 2s! Every quarter we will give you our opinions on domestic markets, international markets, ... READ MORE
1/3/2023
One great way to communicate in person with many clients is by hosting a financial seminar. While this task is easily described, hosting and planni... READ MORE
12/29/2022
In this final article of the series, we will compare these three methods of giving to provide guidance as to which might be suitable for you and yo... READ MORE
12/27/2022
New and improved retirement policies through the SECURE 2.0 Act passed the House of Representatives this past Friday, December 23, and the bill now... READ MORE
12/20/2022
This article will explore what is known as a Charitable Remainder Trust. This trust can go by several names and formats, like a Charitable Remainde... READ MORE
12/20/2022
What are these little bits of time? You are called in from the field into the office because your manager wants to meet for your periodic performan... READ MORE
12/15/2022
Through the years, Donor-Advised Funds have become increasingly common in the philanthropic community for the good they can do today and the good t... READ MORE
12/13/2022
In the world of IRAs and qualified plans, nothing seems to create more debate and google searches than the Roth IRA. On the surface, it seems simpl... READ MORE
12/8/2022
A Private Family Foundation is one way to help you establish your charitable giving during your lifetime. Furthermore, because you generally establ... READ MORE
12/6/2022
For your self-employed clients, the common question is, which retirement plan is right for me? Is it a Simplified Employee Pension (SEP IRA), Savin... READ MORE