Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Leaving your IRA to your spouse may be a problem if they remarry. Assigning your spouse as the beneficiary may lead to unintentionally disinheritin...READ MORE
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 MORE
Financial 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 MORE
Financial 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 MORE