Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 3/18/2021
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...
READ MOREFinancial Advisors 3/16/2021
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...
READ MOREAbout Us 3/12/2021
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.
READ MOREFinancial Advisors 3/2/2021
Years ago, I heard some excellent trainers remarking on coaching experienced advisors. “List your top 20 clients and how you got them.”
READ MOREFinancial Advisors 2/23/2021
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?
READ MOREFinancial Advisors 2/16/2021
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 ...
READ MOREFinancial Advisors 2/9/2021
If I had a dollar for every time a client approached me with a dubious investment pitch, it would cover a few coffee orders.
READ MOREFinancial Advisors 2/1/2021
For the longest time I thought that GameStop was an intervention group for parents whose children obsessively play video games. Just Kidding!
READ MOREFinancial Advisors 1/26/2021
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...
READ MORETrust 1/21/2021
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...
READ MOREFinancial Advisors 1/19/2021
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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