Blog

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

Trust 3/18/2021

IRA Planning to Capture Large IRA Assets

An Individual Retirement Account (IRA) may be one of your client’s largest assets. When leaving an IRA to a beneficiary, your client will likely tu...

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Financial Advisors 3/16/2021

Designing Your Website for Prospect Leads

As a financial advisor, you likely have a website. That’s great. But, what does it do? And how are visitors using your site? In this post, we’ll gu...

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About Us 3/12/2021

Dunham Receives Refinitiv Lipper Fund Award for Best Real Estate Fund Over the 3 Year Period

We are excited to announce that Dunham’s Real Estate Stock Fund has won the 2021 Lipper Fund Award for Best Real Estate Fund over the 3 year period.

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Financial Advisors 3/2/2021

5 Lessons Rookies Learn and Veterans Forget

Years ago, I heard some excellent trainers remarking on coaching experienced advisors. “List your top 20 clients and how you got them.”

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Financial Advisors 2/23/2021

How is Cryptocurrency Taxed?

Before investing or trading in that cryptocurrency for your newest purchase, you’re probably going to want to ask yourself this: how is it taxed?

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Financial Advisors 2/16/2021

How Wealthy Clients Could Achieve Early Retirement

Last year was a rough year for many people. People think about their own mortality. Jobs no longer seem secure. Your client tells you they want to ...

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Financial Advisors 2/9/2021

How Do I Respond to a Client's Questionable Investment Ideas?

If I had a dollar for every time a client approached me with a dubious investment pitch, it would cover a few coffee orders.

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Financial Advisors 2/1/2021

A Game Stopper in Less Than 180 Seconds

For the longest time I thought that GameStop was an intervention group for parents whose children obsessively play video games. Just Kidding!

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Financial Advisors 1/26/2021

10 Ways to Get Clients to Change Their Habits

Whether you're helping a client plan their financial future or file their taxes, bad habits can throw a monkey wrench into the process. Financial g...

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Trust 1/21/2021

Critical IRA News: It is Back, But Will It Still Be Missing?

In 2019 the U.S. Senate had the Retirement Enhancement and Savings Act 2019 (RESA) on the heels of the Setting Every Community Up for Retirement En...

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Financial Advisors 1/19/2021

16 Financial Planning Questions to Answer in 2021

Many clients don’t see the need for financial planning. They earn more than they spend. What could possibly go wrong?

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