Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
4/11/2023
This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol... READ MORE
4/11/2023
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
4/4/2023
The term ‘holistic financial planning’ is probably familiar to you. Many headlines in advisor magazines and websites proudly display the descriptio... READ MORE
The Money Talk 4/1/2023
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
Bear Market 3/28/2023
Discover smart strategies for investing in a down market. Learn about diversification, dollar-cost averaging, rebalancing, and more to navigate sto... READ MORE
3/21/2023
Ergonomics is defined as the scientific study of people at work. Here are four ways you can improve ergonomics at the office by spending $0- $10 on... READ MORE
3/14/2023
Dunham - A Leader in Innovative Programs for Your Clients, offers up to $50 Million in FDIC Insurance Through its Insured Deposit Marketplace (IDM)... READ MORE
3/7/2023
If your clients’ risk tolerance is decreasing while talk of a recession is increasing, some of your clients may ask you to find options with potent... READ MORE
2/28/2023
Advertising is a difficult task for any business. It requires a clear strategy and a careful understanding of your target market. As a financial ad... READ MORE
2/21/2023
A client meeting used to be held at the office or at a restaurant; now, many meetings are virtual. According to Zippia, 50% of employees have at le... READ MORE
2/14/2023
Finding solid strategies to encourage client referrals could set your practice apart from the rest and may help you bring in new AUM. Create busine... READ MORE
2/7/2023
Your clients are the people in your life that you make a business of caring for, so why not use this holiday to show your clients some love as well? READ MORE
1/31/2023
The Finance Essentials Series seeks to explore, clarify, and explain concepts you may see as common knowledge, but your clients view as technical j... READ MORE
1/26/2023
Dunham is pleased to offer you "Behind the Scenes of Your Dunham Portfolio"! Join us as we explore the thinking and analysis that went into the Dun... READ MORE
1/24/2023
It is vital to give a solid impression with a website. You may need help with starting or refining your site. There is an eligible fintech that mee... READ MORE
1/17/2023
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE
1/10/2023
Things don’t always go as planned. As I grow older, this statement has become more and more apparent to me. When it comes to your children planning... READ MORE
1/9/2023
Dunham is pleased to offer you the Dunham | Quarter in 2s! Every quarter we will give you our opinions on domestic markets, international markets, ... READ MORE
1/3/2023
One great way to communicate in person with many clients is by hosting a financial seminar. While this task is easily described, hosting and planni... READ MORE
CRT 12/29/2022
Explore key differences between a Charitable Remainder Trust, Donor Advised Fund, and Private Family Foundation. Learn how each can support your le... READ MORE