Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 9/2/2021
Today we are looking at how to locate old money wealth – individuals who are typically known for their philanthropic activities. READ MORE
Financial Advisors 8/31/2021
Consider the “Invisible Rich.” They have money. They live near you, shopping in the same stores as you. You already know some rich people and man... READ MORE
Financial Advisors 8/26/2021
Today we are looking at how to locate new money wealth – individuals who make a high income but haven’t accumulated a large number of assets. READ MORE
Financial Advisors 8/24/2021
In 1997, the sitcom Seinfeld had one of the most innovative and funny episodes I have ever watched. The episode is called "The Betrayal," but it is... READ MORE
Financial Advisors 8/19/2021
Each Thursday leading up to September 8, we are previewing a different type of Invisible Rich prospect that will be discussed during the webinar. READ MORE
Marketing 8/17/2021
Utilizing online presentation tools can make your presentations understandable and entertaining, and set you apart from other financial advisors. READ MORE
Financial Advisors 8/10/2021
Around the world, the norm of most societies is taking care of their elders. We practice love, honor, gratitude, and respect for those who guided a... READ MORE
Financial Advisors 8/3/2021
Reaching out to wealthy prospects may be an essential part of your practice, but defining who those individuals are and where to find them can be d... READ MORE
Financial Advisors 7/27/2021
It is essential to put money aside for retirement – the earlier you start investing and growing your assets, many argue, the better. READ MORE
Financial Advisors 7/21/2021
As another benefit of the technology suite Dunham provides for you and your clients, the second quarter video statement is now available. READ MORE
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