Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Client 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 MOREFinancial Advisors 5/13/2020
Dave Fadenziero is a financial advisor based out of Mountainside, New Jersey. He celebrated his one year business anniversary on February 21. Faden...
READ MOREFinancial Advisors 5/6/2020
In Bryce Sanders' article, "Are advisors being good (boy) scouts right now?", he outlines how these twelve guiding principles can be used as a chec...
READ MOREFinancial Advisors 4/28/2020
I once heard a detective say there is a detectives’ curse. The curse is that the solution to the crime was right under the detective’s nose, but sh...
READ MOREFinancial Advisors 4/22/2020
In our current market environment, investors sitting in cash may be torn by wanting to wait and see if the market will go down, or invest now as th...
READ MOREMarket Opinion 4/15/2020
I worked directly across the street of the New York Stock Exchange on October 19, 1987.
READ MOREFinancial Advisors 4/13/2020
On Thursday, April 9, 2020 IRS issued Notice 2020-23, which extended additional key tax deadlines for individuals and businesses.
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