Blog

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

Video 2/15/2022

Turning to Dollar Cost Averaging During a Market Decline

Today we’ll be looking at how investors can take the emotion out of investing by Understanding Dollar Cost Averaging.

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Financial Advisors 2/8/2022

Looking Back at the COVID Crash of 2020

When the clock struck midnight on January 1, 2020, few people could have predicted emotional and tumultuous effect COVID-19 would have on their lives.

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Financial Advisors 2/1/2022

Using Emotions as Your Investment Guide Could Cost You

This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio decli...

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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.

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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...

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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...

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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...

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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.

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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 ...

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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...

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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...

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