Blog

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

Financial Advisors 1/19/2021

16 Financial Planning Questions to Answer in 2021

Many clients don’t see the need for financial planning. They earn more than they spend. What could possibly go wrong?

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Video 1/12/2021

Video: Dunham | Quarter in 2s

Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.

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Client Retention 1/5/2021

When Your Client Doesn’t Want to Be Your Client Any Longer

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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Financial Advisors 12/31/2020

2020 Year in Review

Sal Capizzi identifies the critical element of 2020 for most of you and especially for your clients.

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Financial Advisors 12/24/2020

How the Virus Almost Stole Christmas (and the DOW Saved the Day!)

Every stock down in Dow ville, liked Christmas a lot; But the Covid virus, of Twenty Twenty did not. The virus hated the Dow, and all stocks toget...

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Client Acquisition 12/22/2020

How to Add Clients Immediately After the Holidays

We all want the same things. You want to add new clients, and you would like them to come to you. You have someone on your staff who understands te...

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Financial Advisors 12/15/2020

How Can Clients Reduce Expenses Post-Pandemic?

The new year is fast approaching, and during this one, the pandemic forced clients to pick up a number of new money-saving habits due to their chan...

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