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

Financial Advisors 12/15/2020

How Can Clients Reduce Expenses Post-Pandemic?

The new year is fast approaching, and during this one, the pandemic forced clients to pick up a number of new money-saving habits due to their chan... READ MORE

Financial Advisors 12/4/2020

CFP CE Credit with Financial Advisor IQ: Think Tank

With the coronavirus pandemic canceling most major gatherings for 2020, this likely hindered your ability to obtain CFP CE credit – credit you usua... READ MORE

Client Retention 12/1/2020

Stock Market Investing: Gearing Your Clients for Volatility

Stock market volatility can be scary. This means that our job – as investment advisors – is to talk our clients off the ledge, to hold their hands ... READ MORE

Trust 11/25/2020

Simplifying Nevada Trusts | Part 6: Benefits by Trust Type

In our final installment of the series, we will review the various trust types, discussing which trust is the best fit for achieving your client’s ... READ MORE

Financial Advisors 11/24/2020

Engaging in Wealth Transfer Planning with a Client

The COVID-19 pandemic has resulted in a massive national deficit, and the federal government could try to rectify some of this by altering estate t... READ MORE

Trust 11/19/2020

Simplifying Nevada Trusts | Part 5: Funding Trusts with a Completed or Incomplete Gift

Your client can fund trusts with either completed or incomplete gifts. How a trust gets funded can impact both the client and their heirs' future t... READ MORE

Financial Advisors 11/17/2020

This Might Help You Understand Our Current Stock Market

Let’s assume for a moment I was able to time travel and you and I spoke on December 31, 2019 at 11:59 pm. READ MORE

Trust 11/12/2020

Simplifying Nevada Trusts | Part 4: Grantor vs. Non Grantor

In Part 4 of Simplifying Nevada Trusts, we break down some features and benefits – and give examples – of grantor and non-grantor trusts. READ MORE

Client Acquisition 11/9/2020

Simple Digital Marketing Tips to Grow Your Practice

This post was authored by Paul C. Ragone. Paul C. Ragone is a Investment Advisor Representative of, and Security and Investment Advisory Services ... READ MORE

Trust 11/5/2020

Simplifying Nevada Trusts | Part 3: Control vs. Beneficial Enjoyment

In part 3 of Dunham's Simplifying Nevada Trusts series, Jeffrey Dunham and Ann Rosevear pick apart these two concepts and describe in their own wor... READ MORE

Financial Advisors 11/3/2020

Are you Surprised by What is Missing in the Securing a Strong Retirement Act of 2020?

On October 27, 2020, the Ways and Means Committee introduced the Securing a Strong Retirement Act of 2020. READ MORE

Trust 10/29/2020

Simplifying Nevada Trusts | Part 2: Earning the Trust of Wealthy Prospects

Everybody wants to pay minimum taxes, everybody wants the family to get along in terms of legacy planning. READ MORE

Financial Advisors 10/28/2020

Quick Guide to New 2021 Tax and Qualified Plan Changes

On Monday, October 26, 2020, the Internal Revenue Service issued Notice 2020 – 79 announcing income range increases in 2021 for determining eligibi... READ MORE

Financial Advisors 10/23/2020

Fanfare for the Uncommon Bear

Majestically, the trumpets blared on March 12, 2020 as the Bear, who had been hibernating for almost 11 years, awoke and now menacingly walked down... READ MORE

Trust 10/22/2020

Simplifying Nevada Trusts | Part 1: Why Nevada?

If you live in a high income tax state, you probably lean forward when you hear Nevada because of its zero state income tax and because of its dyn... READ MORE

Trust 10/21/2020

Simplifying Nevada Trusts

This six part series is meant to help YOU get to YES with your wealthy clients when discussing topics related to trusts. READ MORE

Financial Advisors 10/20/2020

It is Time to Focus on Taxes Now

As the situation stands today, even if President Trump is reelected, the estate tax exemption is set to sunset in 2026 from $11.58 or $23.16 millio... READ MORE

Financial Advisors 10/13/2020

Go to Cash Before the Presidential Election?

Like an old Jerry Lewis telethon (younger professionals reading this are asking who is Jerry Lewis and what is a telethon?) my phone started ringin... READ MORE

Sales Development 10/6/2020

9 Phrases to Get Prospects Talking

Seeking to develop initial relationships, we need to get conversations going. READ MORE

Trust 9/29/2020

Doing Well, While Doing Good

Whether it is the place you worship, the school you went to, or an organization you are passionate about, heartfelt gifting may not only occupy a c... READ MORE