Blog

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

Financial Advisors 10/20/2020

It is Time to Focus on Taxes Now

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c...

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Financial Advisors 10/13/2020

Go to Cash Before the Presidential Election?

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c...

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Sales Development 10/6/2020

9 Phrases to Get Prospects Talking

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ...

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Trust 9/29/2020

Doing Well, While Doing Good

Helping Your Place of Worship, School, or any Organizations you are Passionate about, While Getting in Front of its Donors This post was authored ...

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Financial Advisors 9/22/2020

How to Stop Client Errors Before They Cost Time and Money

It's the start of the fourth quarter, and there's no better time than now to check in with your clients and work with them to ensure there are no m...

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Financial Advisors 9/15/2020

Confusion and Misconception Abound: Helping You Set the Record Straight.

In my humble effort to provide support, let me review some of the finer points of social security, all fully sourced, so you can combat the misconc...

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9/8/2020

Should I Become a Financial Advisor?

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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