Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
About Us 3/12/2021
We are excited to announce that Dunham’s Real Estate Stock Fund has won the 2021 Lipper Fund Award for Best Real Estate Fund over the 3 year period.
READ MOREFinancial Advisors 3/2/2021
Years ago, I heard some excellent trainers remarking on coaching experienced advisors. “List your top 20 clients and how you got them.”
READ MOREFinancial Advisors 2/23/2021
Before investing or trading in that cryptocurrency for your newest purchase, you’re probably going to want to ask yourself this: how is it taxed?
READ MOREFinancial Advisors 2/16/2021
Last year was a rough year for many people. People think about their own mortality. Jobs no longer seem secure. Your client tells you they want to ...
READ MOREFinancial Advisors 2/9/2021
If I had a dollar for every time a client approached me with a dubious investment pitch, it would cover a few coffee orders.
READ MOREFinancial Advisors 2/1/2021
For the longest time I thought that GameStop was an intervention group for parents whose children obsessively play video games. Just Kidding!
READ MOREFinancial Advisors 1/26/2021
Whether you're helping a client plan their financial future or file their taxes, bad habits can throw a monkey wrench into the process. Financial g...
READ MORETrust 1/21/2021
In 2019 the U.S. Senate had the Retirement Enhancement and Savings Act 2019 (RESA) on the heels of the Setting Every Community Up for Retirement En...
READ MOREFinancial Advisors 1/19/2021
Many clients don’t see the need for financial planning. They earn more than they spend. What could possibly go wrong?
READ MOREVideo 1/12/2021
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.
READ MOREClient Retention 1/5/2021
It happens. People give up. We’ve heard you shouldn’t change horses in midstream. The same goes for acting in haste. A client tells you they ar...
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