Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
5/24/2022
As the market declines, now may be the time to consider Roth IRA conversions. With both the stock and bond markets falling and IRA accounts possib...
READ MORE5/17/2022
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c...
READ MORE5/10/2022
Ideally, you would love to find a “perfect” defense for an investment portfolio. However, an investment that always beats inflation and does not lo...
READ MORE5/3/2022
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ...
READ MORE4/26/2022
One of the lessons learned from the Great Recession of 2008 was that the big banks should always be prepared for an emergency. How would they react...
READ MORE4/19/2022
This blog post was originally posted on February 22, 2022 and is authored by the Dunham Marketing Team. If you have questions concerning today's t...
READ MOREFinancial Advisors 4/12/2022
As a financial advisor, you likely have a list of prospects that you are hoping to convert into clients. This is where email marketing may prove to...
READ MORE4/5/2022
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...
READ MOREFinancial Advisors 3/29/2022
During the Financial Crisis of 2008, the running joke in the media was that the difference between a recession and a depression is that when your c...
READ MOREFinancial Advisors 3/22/2022
Imagine finding out that today, the S&P 500 lost -20.47%. How would you react? Would you hold firm with your investment, or would you employ what w...
READ MOREAbout Us 3/15/2022
We are excited to announce that Dunham’s International Stock Fund has won the 2022 Lipper Fund Award for Best International Multi-Cap Core Fund ove...
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