Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 3/8/2022
Video content is not just nice to have anymore - it's now the way audiences expect to engage with you. If you haven't yet incorporated video into y...
READ MOREAbout Us 3/1/2022
We are excited to announce that the Dunham Weekly Market Commentary is receiving a brand-new look, now called the Dunham Market Snapshot!
READ MORE2/24/2022
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 MOREFinancial Advisors 2/22/2022
One reason you may want to maintain hope during a bear market lies in the understanding that in our view, the stock market generally rises and fall...
READ MOREVideo 2/15/2022
Today we’ll be looking at how investors can take the emotion out of investing by Understanding Dollar Cost Averaging.
READ MOREFinancial Advisors 2/8/2022
When the clock struck midnight on January 1, 2020, few people could have predicted emotional and tumultuous effect COVID-19 would have on their lives.
READ MOREFinancial Advisors 2/1/2022
This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio decli...
READ MOREFinancial Advisors 1/25/2022
With negative numbers lining indexes, whispers of “bear market” are growing louder and louder.
READ MOREVideo 1/20/2022
In Greek Mythology, Homer wrote about two sea monsters, Scylla and Charybdis, who lived on opposite sides of the Strait of Messina. They posed an i...
READ MORETrust 1/18/2022
A charitable remainder trust is a powerful solution for eliminating capital gains taxes at the point of sale and converting appreciated assets, lik...
READ MOREVideo 1/13/2022
If a special needs beneficiary receives needs-based government benefits, like Supplemental Security Income, Medicaid, or housing assistance, attain...
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