Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Self Improvement 4/3/2019
Development of networks leads to sustainable business that adds value above other types of business. How can social capital help your business prac... READ MORE
Bryce Sanders 4/2/2019
Bryce Sanders discusses common perceptions clients may hold about their financial advisors and the potential problems that arise alongside them. READ MORE
Market Opinion 3/28/2019
A bear market is a market down 20% or more. If you're in a bear market or a market that has taken a steep loss, you may wonder what you should do. READ MORE
Sales Development 3/27/2019
You may know more people than you think, often in obvious yet unexpected ways, and those day-to-day connections can be just what you need to jump s... READ MORE
About Us 3/26/2019
Leveraging Dunham’s reach and total assets, your clients can invest with institutional sub-advisers like Allianz, Rothschild, and Arrowstreet for a... READ MORE
Trust 3/20/2019
If you or your client has loved ones with physical, mental, or behavioral disabilities, a Special Needs Trust may not only be a good fit, but an es... READ MORE
Financial Advisors 3/19/2019
Fear of suffering Bear Market losses may have investors locking-in their loss, creating a gap in their net worth that could be missing for a long t... READ MORE
Market Opinion 3/14/2019
If you're seeking an investment method to potentially take advantage of a bear market, Dollar Cost Averaging is one strategy that you can employ. READ MORE
Self Improvement 3/12/2019
Public speaking is an essential part of the client-interfacing process, especially when serious networking or sales are involved. Here are a few ti... READ MORE
Sales Development 3/12/2019
Showing your unique value to a client doesn't necessarily mean you have to spend your hard-earned money. READ MORE
Charlotte Stark 3/7/2019
Choosing investments can be an intimidating prospect. After all, how can you discern which funds are the best fit for you and your short and long-t... READ MORE
Government 3/6/2019
In his Tuesday, February 26, 2019 semiannual testimony on the state of monetary policy, Federal Reserve Chairman Jerome Powell told a Senate commit... READ MORE
About Us 3/5/2019
Large companies can leave financial advisers looking for a more personal touch. Dunham works diligently to provide key differences in service that ... READ MORE
Market Opinion 2/28/2019
While no two markets are the same and past performance is never an indication of future results, historical evidence, as well as academic research,... READ MORE
Client Retention 2/24/2019
No matter what side of the service provider/client relationship you're on, cultivating trust in the workplace is an essential part of keeping workf... READ MORE
Market Opinion 2/23/2019
Our content this week is courtesy of Bryce Sanders over on ThinkAdvisor. His piece, 10 Unexpected Reasons Volatility Drives Clients Nuts, gives som... READ MORE
About Us 2/21/2019
Thank you for visiting the Dunham Investment & Associates Blog. This site will provide posts on a variety of financial topics, like sales tips, mar... READ MORE