Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

IDM V2 8/1/2023

Will This Be the Most Important Blog You Read This Week? Shifting Risk From Principal to Rate of Return

Dunham Insured Deposit Marketplace (IDM) is a dynamic cash sweep option in the Dunham advisory strategies that can help provide your client with a ... READ MORE

S&P 500 7/25/2023

Would You Expect These Results? The Surprising Performance of the S&P 500 Following the Federal Funds Rate's Peak

We wanted to explore the relationship between the performance of the S&P 500 index and the Federal Funds Rate by examining historical data over the... READ MORE

Notice 2023-54 7/18/2023

Tax Code Treasure Hunt: Notice 2023-54 Unmasks RMDs for IRA Owners and Beneficiaries

One of the notable aspects of IRS Notice 2023-54 is the extension of the return deadline for individuals who unnecessarily initiated RMDs this year... READ MORE

7/13/2023

Dunham Quarter in 2 Q2 2023

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 ... READ MORE

Retirement Accounts, Part 3 of 3 7/11/2023

Things to Know Before Retirement: Retirement Accounts

While Social Security provides a steady income stream during retirement, most of your financial independence lies within your retirement accounts. ... READ MORE

Harry Markowitz 7/6/2023

Remembering Harry Markowitz: The Gentle Genius of Finance

Harry Markowitz, a giant in the world of finance and a Nobel laureate, passed away on June 22, 2023, in San Diego. His contributions to financial t... READ MORE

7/4/2023

Things to Know Before Retirement: Medicare

As part of the three-part series on preparing for retirement, this piece will dive into the details of Medicare and how it works. READ MORE

6/27/2023

Things to Know Before Retirement: Social Security

Part One of a Three Part Series Part Two: Things to Know Before Retirement - Medicare Part Three: Things to Know Before Retirement - Retirement... READ MORE

6/20/2023

Travel Tips for Your Next International Trip

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

6/13/2023

Should You Diversify Your Portfolio?

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

6/8/2023

Unlocking Peace Amid Grief: How Locating Essential Documents Now Eases the Burden of Your Parents' Passing in the Future

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea... READ MORE

6/6/2023

Debt Ceiling Deal: Debt Limit Suspensions and Budget Cuts

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

6/1/2023

The Weighted Responsibility of a Child Named as the Successor Trustee Within Their Parent's Trust

A Guide for Moving from Successor Trustee to Trustee of a Trust This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Market... READ MORE

5/30/2023

The New Dunham U.S. Enhanced Market Fund

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

5/25/2023

Comparing a Will and a Revocable Living Trust

Part Four of a Four Part Series This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questio... READ MORE

5/23/2023

Financial Preparation Amid Continued Debt Ceiling Debate

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

5/18/2023

Using a Revocable Living Trust to Exercise More Control

Part Three of a Four Part Series This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questi... READ MORE

5/16/2023

How Might the Debt Ceiling Affect You and Your Portfolio?

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

5/11/2023

The Inner Workings of a Will

Part Two of a Four Part Series This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have question... READ MORE

5/9/2023

From Budgets to Retirement: Essential Financial Planning Tips for Small Business Owners

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea... READ MORE