Blog

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

Financial Advisors 4/22/2020

Dollar Cost Averaging Investment Strategy - Should I Invest Now or Wait?

In our current market environment, investors sitting in cash may be torn by wanting to wait and see if the market will go down, or invest now as th...

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Market Opinion 4/15/2020

The 1987 Bears Vs The 2020 Bears.

I worked directly across the street of the New York Stock Exchange on October 19, 1987.

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Financial Advisors 4/13/2020

New Relief for Retirees Taking Unwanted RMDs in 2020 – But for Everyone

On Thursday, April 9, 2020 IRS issued Notice 2020-23, which extended additional key tax deadlines for individuals and businesses.

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Video 4/7/2020

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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Financial Advisors 3/31/2020

Had We Not Done This, It Would Have Been a Big Mistake - News Your Clients Must Know Right Now.

The Government just moments ago unveiled a major program that will help to pay the $2 trillion emergency spending bill – but not all your clients w...

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Financial Advisors 3/30/2020

Quick Reference Of Relevant Provisions Of CARES Act

The CARE Act, signed by President Trump on Friday, March 27, aims to provide emergency assistance for individuals, families, and businesses affecte...

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Market Opinion 3/25/2020

When Fixed Income Broke?

A balanced portfolio comprised of stocks and fixed income (bonds) has been historically designed to diversify the risk of stocks.

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