Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
About Us 3/12/2021
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
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
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
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
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
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
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
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
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
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
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
Sal Capizzi identifies the critical element of 2020 for most of you and especially for your clients. READ MORE
Financial Advisors 12/24/2020
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
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
Financial Advisors 12/15/2020
The new year is fast approaching, and during this one, the pandemic forced clients to pick up a number of new money-saving habits due to their chan... READ MORE