Blog

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

Market Opinion 3/28/2019

What Can You Do in a Bear Market?

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

What to Do When You Run Out of Prospects

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

The $519 Million Advantage of Dunham's Institutional Sub-Advisers

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

Avoid Issues for Special Needs Beneficiaries with Special Needs Trusts

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 Advising 3/19/2019

Why the Risk Number is a Critical Tool for Every Investor

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

Video: What is Dollar Cost Averaging?

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

3 Public Speaking Tips for Connecting with Listeners

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

4 Easy Ways to Show the Value You Bring to Clients

Showing your unique value to a client doesn't necessarily mean you have to spend your hard-earned money. READ MORE

Financial Advising 3/7/2019

What's Your Risk Number?

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

The Fed’s Balance Sheet Unwind - What Is It and What Does It Mean?

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

What is The Dunham Mutual Fund Difference?

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

Video: Remaining Hopeful in a Bear Market

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

3 Techniques for Building Trust with Clients

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

10 Unexpected Reasons Volatility Drives Clients Nuts

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

Welcome to the Dunham Blog

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