Blog

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

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?

READ MORE

Video 1/12/2021

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.

READ MORE

Client Retention 1/5/2021

When Your Client Doesn’t Want to Be Your Client Any Longer

It happens. People give up. We’ve heard you shouldn’t change horses in midstream. The same goes for acting in haste. A client tells you they ar...

READ MORE

Financial Advisors 12/31/2020

2020 Year in Review

Sal Capizzi identifies the critical element of 2020 for most of you and especially for your clients.

READ MORE

Financial Advisors 12/24/2020

How the Virus Almost Stole Christmas (and the DOW Saved the Day!)

Every stock down in Dow ville, liked Christmas a lot; But the Covid virus, of Twenty Twenty did not. The virus hated the Dow, and all stocks toget...

READ MORE

Client Acquisition 12/22/2020

How to Add Clients Immediately After the Holidays

We all want the same things. You want to add new clients, and you would like them to come to you. You have someone on your staff who understands te...

READ MORE

Financial Advisors 12/15/2020

How Can Clients Reduce Expenses Post-Pandemic?

The new year is fast approaching, and during this one, the pandemic forced clients to pick up a number of new money-saving habits due to their chan...

READ MORE

Financial Advisors 12/4/2020

CFP CE Credit with Financial Advisor IQ: Think Tank

With the coronavirus pandemic canceling most major gatherings for 2020, this likely hindered your ability to obtain CFP CE credit – credit you usua...

READ MORE

Client Retention 12/1/2020

Stock Market Investing: Gearing Your Clients for Volatility

Stock market volatility can be scary. This means that our job – as investment advisors – is to talk our clients off the ledge, to hold their hands ...

READ MORE

Trust 11/25/2020

Simplifying Nevada Trusts | Part 6: Benefits by Trust Type

In our final installment of the series, we will review the various trust types, discussing which trust is the best fit for achieving your client’s ...

READ MORE

Financial Advisors 11/24/2020

Engaging in Wealth Transfer Planning with a Client

The COVID-19 pandemic has resulted in a massive national deficit, and the federal government could try to rectify some of this by altering estate t...

READ MORE