Blog

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

Video 12/9/2021

Why You Should Name a Trust as the Beneficiary of Your IRA

An Individual Retirement Account (IRA) may contain a large portion of assets that you've saved with your children or other loved ones in mind. When...

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Client Retention 12/7/2021

6 Topics for Financial Advisors to Discuss During Annual Reviews

And just like that, as quickly as 2021 began, it came to a close. The end of the year can often catch us by surprise as we dive into everything fro...

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Sales Development 11/30/2021

The Financial Advisor’s Checklist for Closing a Sale

Today, we’re looking at the final (and essential) puzzle piece – closing a sale with a potential prospect. We’re looking at five critical steps to ...

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Video 11/23/2021

What is a Donor-Advised Fund?

If you have clients who want to become more intentional with their charitable giving, they may be interested in establishing a donor-advised fund.

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Financial Advisors 11/16/2021

Your Financial Practice Will Require These Numbers for 2022

This past Wednesday, the Internal Revenue Service released inflation adjustments on various tax items for the year 2022. I thought you would find i...

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Financial Advisors 11/11/2021

Establishing a Dunham Donor-Advised Fund When Selling Highly Appreciated Stock

When the sale of a stock yields substantial gains, it will trigger a tax bill that, at times, can be sizeable. There could be significant tax advan...

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Free Time & Leisure 11/9/2021

Why Expressing Gratitude Matters in a Professional Relationship

In the professional world, gratitude can be a little-talked-about subject. But it's an important one! Showing gratitude and appreciation for your c...

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Financial Advisors 11/4/2021

Establishing a Dunham Donor-Advised Fund When Selling Real Estate

When the sale of real estate yields substantial gains, it will trigger a tax bill that, at times, can be substantial. There could be significant ta...

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Financial Advisors 11/2/2021

How Clients' State Residency Affects Estate Taxes

When considering estate taxes, where your client lives has a big impact on how much their estate will owe when they die.

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Financial Advisors 10/28/2021

Establishing a Dunham Donor-Advised Fund When Selling a Business

When the sale of a business yields substantial gains, it will trigger a tax bill that, at times, can be substantial.

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Free Time & Leisure 10/26/2021

Simple Ways to Stay Active While at the Office

Spending the day sitting at your desk, in meetings with clients, or in your car commuting can be an unavoidable part of being a financial advisor.

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