Blog

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

Financial Advisors 1/25/2022

Helping Clients through Market Downturns Without Panic Selling

With negative numbers lining indexes, whispers of “bear market” are growing louder and louder.

READ MORE

Video 1/20/2022

Video: Is Giving Your IRA to Charity the Only Alternative to Paying the Tax?

In Greek Mythology, Homer wrote about two sea monsters, Scylla and Charybdis, who lived on opposite sides of the Strait of Messina. They posed an i...

READ MORE

Trust 1/18/2022

What is a Charitable Remainder Trust and How Does it Work?

A charitable remainder trust is a powerful solution for eliminating capital gains taxes at the point of sale and converting appreciated assets, lik...

READ MORE

Video 1/13/2022

Video: Establishing an IRA Trust for a Special Needs Child

If a special needs beneficiary receives needs-based government benefits, like Supplemental Security Income, Medicaid, or housing assistance, attain...

READ MORE

Video 1/11/2022

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.

READ MORE

Video 1/6/2022

Video: IRA Planning for a Beneficiary Affected by Substance Abuse

Many parents will name their children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and ...

READ MORE

Financial Advisors 1/4/2022

The Dunham Tax Season Playbook

As a financial advisor who also has a tax practice, it would not be surprising if your clients asked what they are receiving for the fee they are p...

READ MORE

Video 12/30/2021

Video: Leaving More Lifetime Income to Your Family From Your IRA

In 2020, most provisions of the SECURE Act went into effect, including a provision that requires a mandatory payment of all taxes on an inherited I...

READ MORE

Video 12/23/2021

Video: How Leaving an IRA to Your Spouse Could Disinherit Your Kids

IRA owners often name their spouse as the beneficiary of their IRA. This video explains why doing so may cause problems if the spouse decides to re...

READ MORE

Financial Advisors 12/21/2021

A Holly, Jolly Look Back at 2021

Happy Holidays from the Dunham team! Let's take a Holly, Jolly look back at 2021 as we prepare for the year to come.

READ MORE

Sales Development 12/14/2021

Expressions for People in Sales to Get Their Point Across

You need to find prospects, get them to talk with you, follow up and eventually close. Sometimes the right expression can help to get your point ac...

READ MORE