Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Self Improvement 4/3/2019

How Social Capital Can Build Economic Capital

Development of networks leads to sustainable business that adds value above other types of business. How can social capital help your business prac...

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Financial Advising 4/2/2019

13 Misconceptions the Public Has About Advisors

Bryce Sanders discusses common perceptions clients may hold about their financial advisors and the potential problems that arise alongside them.

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Market Opinion 3/28/2019

What Can You Do in a Bear Market?

A bear market is a market down 20% or more. If you're in a bear market or a market that has taken a steep loss, you may wonder what you should do.

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Sales Development 3/27/2019

What to Do When You Run Out of Prospects

You may know more people than you think, often in obvious yet unexpected ways, and those day-to-day connections can be just what you need to jump s...

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About Us 3/26/2019

The $519 Million Advantage of Dunham's Institutional Sub-Advisers

Leveraging Dunham’s reach and total assets, your clients can invest with institutional sub-advisers like Allianz, Rothschild, and Arrowstreet for a...

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Trust 3/20/2019

Avoid Issues for Special Needs Beneficiaries with Special Needs Trusts

If you or your client has loved ones with physical, mental, or behavioral disabilities, a Special Needs Trust may not only be a good fit, but an es...

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Financial Advising 3/19/2019

Why the Risk Number is a Critical Tool for Every Investor

Fear of suffering Bear Market losses may have investors locking-in their loss, creating a gap in their net worth that could be missing for a long t...

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