Blog

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

Financial Advisors 12/4/2020

CFP CE Credit with Financial Advisor IQ: Think Tank

With the coronavirus pandemic canceling most major gatherings for 2020, this likely hindered your ability to obtain CFP CE credit – credit you usua...

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Client Retention 12/1/2020

Stock Market Investing: Gearing Your Clients for Volatility

Stock market volatility can be scary. This means that our job – as investment advisors – is to talk our clients off the ledge, to hold their hands ...

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Trust 11/25/2020

Simplifying Nevada Trusts | Part 6: Benefits by Trust Type

In our final installment of the series, we will review the various trust types, discussing which trust is the best fit for achieving your client’s ...

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Financial Advisors 11/24/2020

Engaging in Wealth Transfer Planning with a Client

The COVID-19 pandemic has resulted in a massive national deficit, and the federal government could try to rectify some of this by altering estate t...

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Trust 11/19/2020

Simplifying Nevada Trusts | Part 5: Funding Trusts with a Completed or Incomplete Gift

Your client can fund trusts with either completed or incomplete gifts. How a trust gets funded can impact both the client and their heirs' future t...

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Financial Advisors 11/17/2020

This Might Help You Understand Our Current Stock Market

Let’s assume for a moment I was able to time travel and you and I spoke on December 31, 2019 at 11:59 pm.

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Trust 11/12/2020

Simplifying Nevada Trusts | Part 4: Grantor vs. Non Grantor

In Part 4 of Simplifying Nevada Trusts, we break down some features and benefits – and give examples – of grantor and non-grantor trusts.

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Client Acquisition 11/9/2020

Simple Digital Marketing Tips to Grow Your Practice

This post was authored by Paul C. Ragone. Paul C. Ragone is a Investment Advisor Representative of, and Security and Investment Advisory Services ...

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Trust 11/5/2020

Simplifying Nevada Trusts | Part 3: Control vs. Beneficial Enjoyment

In part 3 of Dunham's Simplifying Nevada Trusts series, Jeffrey Dunham and Ann Rosevear pick apart these two concepts and describe in their own wor...

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Financial Advisors 11/3/2020

Are you Surprised by What is Missing in the Securing a Strong Retirement Act of 2020?

On October 27, 2020, the Ways and Means Committee introduced the Securing a Strong Retirement Act of 2020.

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Trust 10/29/2020

Simplifying Nevada Trusts | Part 2: Earning the Trust of Wealthy Prospects

Everybody wants to pay minimum taxes, everybody wants the family to get along in terms of legacy planning.

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