Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
8/30/2022
Many nonprofits hold galas, but several factors are creating headwinds. Seating capacity might be one. Inflation drives up costs which get reflecte...
READ MORE8/23/2022
The Inflation Reduction Act aims to combat climate change, lower prescription drug costs, and pay for it by raising taxes on corporations and colle...
READ MORE8/16/2022
The concept of a recession is not a foreign one. But do your clients truly understand what a recession is?
READ MORE8/9/2022
A wise man said, “the best way not to be hit by a train is not to be on the tracks.” This wisdom may fall short as an analogy for the market.
READ MORE8/2/2022
To help establish yourself as a valuable resource for clients, Dunham has created the Finance Essentials Series. This Week's Topic: Stagflation
READ MORE7/26/2022
Is an inverted yield curve a reason to scrap equities from your portfolio? I can say most definitively that it depends.
READ MORE7/19/2022
This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t...
READ MORE7/12/2022
When the stock market goes down, people look for additional investment ideas. Everyone wants to discover the next big thing or an old idea that has...
READ MORE7/5/2022
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 MOREStock Market 6/28/2022
Explaining the stock market to clients can be challenging. Use these 8 simple analogies to make complex concepts clear: from superheroes battling i...
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...
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