Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

5/24/2022

Roth IRA Conversions on Sale?

As the market declines, now may be the time to consider Roth IRA conversions. With both the stock and bond markets falling and IRA accounts possib...

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5/17/2022

Informed Investor Series Understanding a Bear Market

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c...

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5/10/2022

Low Correlation - A Defense Against the Bear

Ideally, you would love to find a “perfect” defense for an investment portfolio. However, an investment that always beats inflation and does not lo...

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5/3/2022

How to Advise Your Free-Spending Clients

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ...

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4/26/2022

6 Questions to Stress Test a Client's Finances

One of the lessons learned from the Great Recession of 2008 was that the big banks should always be prepared for an emergency. How would they react...

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4/19/2022

A Valuable Resource During a Bear Market | Dunham’s Market Cycle Chart

This blog post was originally posted on February 22, 2022 and is authored by the Dunham Marketing Team. If you have questions concerning today's t...

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Financial Advisors 4/12/2022

The Fundamentals of Email Marketing for Financial Advisors

As a financial advisor, you likely have a list of prospects that you are hoping to convert into clients. This is where email marketing may prove to...

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4/5/2022

You Should Share an Agenda Before Every Meeting – Here’s Why

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...

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Financial Advisors 3/29/2022

Anatomy of a Depression vs. a Recession

During the Financial Crisis of 2008, the running joke in the media was that the difference between a recession and a depression is that when your c...

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Financial Advisors 3/22/2022

The Stock Market Crash of 1987

Imagine finding out that today, the S&P 500 lost -20.47%. How would you react? Would you hold firm with your investment, or would you employ what w...

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About Us 3/15/2022

Dunham Receives Refinitiv Lipper Fund Award for the Dunham International Stock Fund

We are excited to announce that Dunham’s International Stock Fund has won the 2022 Lipper Fund Award for Best International Multi-Cap Core Fund ove...

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