Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Client Retention 7/28/2020
Kurt Zoeller is a financial advisor and Certified Wealth Strategist at his firm Zoeller Asset Management, based out of Chesterfield, Missouri. We ...
READ MOREFinancial Advisors 7/21/2020
Your clients selling real estate may be facing a new challenge when using a 1031 exchange to defer capital gains.
READ MOREVideo 7/14/2020
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.
READ MOREFinancial Advisors 7/7/2020
The CARES Act provided a waiver of required minimum distributions (RMDs) for 2020. It applied to IRAs, 401(k) plans, 403(b) plans, and governmental...
READ MOREClient Acquisition 6/30/2020
Everyone is searching for the “silver bullet” in prospecting. My goal has been to raise my visibility on LinkedIn.
READ MORESales Development 6/22/2020
The COVID-19 pandemic has us all working from home. This can get pretty old, pretty quickly. You’ve called clients. Done virtual cocktails with fri...
READ MOREClient Retention 6/17/2020
What happens when the market has a big down day? Well, it had to happen eventually.
READ MOREMarket Opinion 6/10/2020
Typically, when climbing out of an economic crisis, equity markets will rise in anticipation of a stronger economy and small cap stocks will tend t...
READ MORESales Development 6/3/2020
This post was authored by Jeffrey Dunham, Dunham's Chairman/CEO. If you have questions concerning today's topic, please call us at (858) 964 - 050...
READ MOREFinancial Advisors 5/27/2020
Most people do not understand the value that comes from time spent working on a project. The majority of the time the only thing they see is the en...
READ MOREFinancial Advisors 5/19/2020
This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t...
READ MORE