Blog

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

Bryce Sanders 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 Advisors 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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Market Opinion 3/14/2019

Video: What is Dollar Cost Averaging?

If you're seeking an investment method to potentially take advantage of a bear market, Dollar Cost Averaging is one strategy that you can employ.

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Self Improvement 3/12/2019

3 Public Speaking Tips for Connecting with Listeners

Public speaking is an essential part of the client-interfacing process, especially when serious networking or sales are involved. Here are a few ti...

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Sales Development 3/12/2019

4 Easy Ways to Show the Value You Bring to Clients

Showing your unique value to a client doesn't necessarily mean you have to spend your hard-earned money.

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Charlotte Stark 3/7/2019

What is My Investment Risk Profile?

Choosing investments can be an intimidating prospect. After all, how can you discern which funds are the best fit for you and your short and long-t...

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Government 3/6/2019

The Fed’s Balance Sheet Unwind - What Is It and What Does It Mean?

In his Tuesday, February 26, 2019 semiannual testimony on the state of monetary policy, Federal Reserve Chairman Jerome Powell told a Senate commit...

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