Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 2/11/2020
In this post, 17 inspirational and motivational opinions on the financial advising industry are laid out for our financial advisors to read. READ MORE
Financial Advisors 2/6/2020
Hypothetically, let us say that as a financial advisor on October 9, 2007, you had a client with $1 million to invest who would need use of that mo... READ MORE
Market Opinion 1/28/2020
Typically, Republicans represent the free-market concept, while Democrats often represent regulation of the economy. READ MORE
Financial Advisors 1/23/2020
As you know, as of January 1, 2020, non-spousal IRA beneficiaries lost their ability to stretch their required minimum distributions over their own... READ MORE
Financial Advisors 1/21/2020
What if you could convert ordinary income for a portion of a 401(K) rollover to capital gains? Would that have a benefit? READ MORE
Client Acquisition 1/14/2020
How much do you want to grow your practice? How fast do you want to grow it? It’s relatively easy to increase your average account size from $250k ... READ MORE
Self Improvement 1/9/2020
In this Dunham blog post, Coach Jim Johnson writes about how to make New Year's resolutions happen. They are functions of discipline and habit. READ MORE
Financial Advisors 1/2/2020
Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping... READ MORE
Sales Development 12/19/2019
Dating is a tricky business. One could almost call it the original problem. The thing is, it can be made much better by keeping confidence, time, a... READ MORE
Here is something that may keep you in the holiday spirit and could make your top clients happier than Santa finding milk and cookies on your coffe... READ MORE
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