Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
7/5/2022
Have you ever said something without thinking? I have. A client was happy about the outcome of an investment I suggested. I said, “That’s why yo...
READ MORE6/28/2022
Like a cat, the stock market can often be inscrutable. You think you have it figured out, then it does something contrary to what you expected. A...
READ MORE6/21/2022
We’re exploring specialized financial advisor designations. For example, what does it mean to be a Certified Student Loan Professional, or a Charte...
READ MORE6/14/2022
This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio decli...
READ MORE6/7/2022
Today we’ll be looking at how investors can take the emotion out of investing by Understanding Dollar Cost Averaging.
READ MORE5/31/2022
Famed investor Sir John Templeton once said that the four most dangerous words in investing were, “This time it’s different.” In this statement lie...
READ MORE5/24/2022
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...
READ MORE5/17/2022
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c...
READ MORE5/10/2022
Ideally, you would love to find a “perfect” defense for an investment portfolio. However, an investment that always beats inflation and does not lo...
READ MORE5/3/2022
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ...
READ MORE4/26/2022
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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