Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
10/25/2022
The IRS recently published its Inflation adjustments. I am writing this piece, so you have this information at your fingertips for when questions a... READ MORE
10/22/2022
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
10/17/2022
When you are a financial advisor, you are often the closest you can get to owning your own business. The downside is unhappy clients do not put you... READ MORE
10/11/2022
On late Friday, October 7, 2022, the IRS issued Notice 2022-53[1] In this Notice, the Internal Revenue Service said it would waive the 50% penalty ... READ MORE
10/4/2022
People think of influencers as those who are often asked for advice on a 1:1 basis. Let’s stick with the individuals often asked for face-to-face a... READ MORE
9/27/2022
In today’s 2nd installment of “Falling for Fintech,” I will explore what Email Marketing Software is and how it may be worth swiping right on. READ MORE
9/20/2022
Your clients may have seemed to understand compound interest, but do they know how it works? While this may not be a completely new concept to your... READ MORE
9/13/2022
This morning’s inflation report sent the stock and bond markets into a tailspin. How will the Federal Reserve respond to this disappointing report? READ MORE
9/6/2022
How do you choose a CRM as a financial advisor? What are the considerations that need to be made and the features that should be sought after? READ MORE
8/30/2022
Many nonprofits hold galas, but several factors are creating headwinds. Seating capacity might be one. Inflation drives up costs which get reflecte... READ MORE
8/23/2022
The Inflation Reduction Act aims to combat climate change, lower prescription drug costs, and pay for it by raising taxes on corporations and colle... READ MORE
8/16/2022
The concept of a recession is not a foreign one. But do your clients truly understand what a recession is? READ MORE
8/9/2022
A wise man said, “the best way not to be hit by a train is not to be on the tracks.” This wisdom may fall short as an analogy for the market. READ MORE
8/2/2022
To help establish yourself as a valuable resource for clients, Dunham has created the Finance Essentials Series. This Week's Topic: Stagflation READ MORE
7/26/2022
Is an inverted yield curve a reason to scrap equities from your portfolio? I can say most definitively that it depends. READ MORE
7/19/2022
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
7/12/2022
When the stock market goes down, people look for additional investment ideas. Everyone wants to discover the next big thing or an old idea that has... READ MORE
7/5/2022
Have you ever said something without thinking? I have. A client was happy about the outcome of an investment I suggested. I said, “That’s why yo... READ MORE
6/28/2022
Like a cat, the stock market can often be inscrutable. You think you have it figured out, then it does something contrary to what you expected. A... READ MORE
6/21/2022
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