Blog

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

Video 1/13/2022

Video: Establishing an IRA Trust for a Special Needs Child

If a special needs beneficiary receives needs-based government benefits, like Supplemental Security Income, Medicaid, or housing assistance, attain...

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Video 1/11/2022

Video: Dunham | Quarter in 2s

Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.

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Video 1/6/2022

Video: IRA Planning for a Beneficiary Affected by Substance Abuse

Many parents will name their children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and ...

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Financial Advisors 1/4/2022

The Dunham Tax Season Playbook

As a financial advisor who also has a tax practice, it would not be surprising if your clients asked what they are receiving for the fee they are p...

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Video 12/30/2021

Video: Leaving More Lifetime Income to Your Family From Your IRA

In 2020, most provisions of the SECURE Act went into effect, including a provision that requires a mandatory payment of all taxes on an inherited I...

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Video 12/23/2021

Video: How Leaving an IRA to Your Spouse Could Disinherit Your Kids

IRA owners often name their spouse as the beneficiary of their IRA. This video explains why doing so may cause problems if the spouse decides to re...

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Financial Advisors 12/21/2021

A Holly, Jolly Look Back at 2021

Happy Holidays from the Dunham team! Let's take a Holly, Jolly look back at 2021 as we prepare for the year to come.

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Sales Development 12/14/2021

Expressions for People in Sales to Get Their Point Across

You need to find prospects, get them to talk with you, follow up and eventually close. Sometimes the right expression can help to get your point ac...

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Video 12/9/2021

Why You Should Name a Trust as the Beneficiary of Your IRA

An Individual Retirement Account (IRA) may contain a large portion of assets that you've saved with your children or other loved ones in mind. When...

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Client Retention 12/7/2021

6 Topics for Financial Advisors to Discuss During Annual Reviews

And just like that, as quickly as 2021 began, it came to a close. The end of the year can often catch us by surprise as we dive into everything fro...

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Sales Development 11/30/2021

The Financial Advisor’s Checklist for Closing a Sale

Today, we’re looking at the final (and essential) puzzle piece – closing a sale with a potential prospect. We’re looking at five critical steps to ...

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