Blog

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

10/22/2022

Dunham Quarter in 2s 3Q 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...

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10/17/2022

Should You Survey Your Clients

When you are a financial advisor, you are often the closest you can get to owning your own business. The downside is unhappy clients do not put you...

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10/11/2022

IRS Forgives You and Your Client for not Taking Certain RMDs

On late Friday, October 7, 2022, the IRS issued Notice 2022-53[1] In this Notice, the Internal Revenue Service said it would waive the 50% penalty ...

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10/4/2022

Who are the Influencers in Your Community

People think of influencers as those who are often asked for advice on a 1:1 basis. Let’s stick with the individuals often asked for face-to-face a...

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9/27/2022

Falling for Fintech: Email Marketing Software

In today’s 2nd installment of “Falling for Fintech,” I will explore what Email Marketing Software is and how it may be worth swiping right on.

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9/20/2022

Finance Essentials: Compound Interest Class

Your clients may have seemed to understand compound interest, but do they know how it works? While this may not be a completely new concept to your...

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9/13/2022

Disappointing Inflation Numbers and The Fed Balance Sheet Response

This morning’s inflation report sent the stock and bond markets into a tailspin. How will the Federal Reserve respond to this disappointing report?

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9/6/2022

Falling for Fintech: How to Choose a CRM

How do you choose a CRM as a financial advisor? What are the considerations that need to be made and the features that should be sought after?

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8/30/2022

8 Fundraising Ideas for Nonprofits Tired of Galas

Many nonprofits hold galas, but several factors are creating headwinds. Seating capacity might be one. Inflation drives up costs which get reflecte...

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8/23/2022

Examining the Inflation Reduction Act and its Impact on You

The Inflation Reduction Act aims to combat climate change, lower prescription drug costs, and pay for it by raising taxes on corporations and colle...

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8/16/2022

Finance Essentials: Recession Fundamentals

The concept of a recession is not a foreign one. But do your clients truly understand what a recession is?

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