Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Video 12/23/2021
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 MOREFinancial Advisors 12/21/2021
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 MORESales Development 12/14/2021
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 MOREVideo 12/9/2021
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...
READ MOREClient Retention 12/7/2021
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...
READ MORESales Development 11/30/2021
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 ...
READ MOREVideo 11/23/2021
If you have clients who want to become more intentional with their charitable giving, they may be interested in establishing a donor-advised fund.
READ MOREFinancial Advisors 11/16/2021
This past Wednesday, the Internal Revenue Service released inflation adjustments on various tax items for the year 2022. I thought you would find i...
READ MOREFinancial Advisors 11/11/2021
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...
READ MOREFree Time & Leisure 11/9/2021
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...
READ MOREFinancial Advisors 11/4/2021
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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