Blog

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

Video 7/14/2020

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 7/7/2020

Finally, A Sigh of Relief For Early RMD Recipients

The CARES Act provided a waiver of required minimum distributions (RMDs) for 2020. It applied to IRAs, 401(k) plans, 403(b) plans, and governmental...

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Client Acquisition 6/30/2020

How I Made LinkedIn Worth the Effort

Everyone is searching for the “silver bullet” in prospecting. My goal has been to raise my visibility on LinkedIn.

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Sales Development 6/22/2020

Your Network Is Probably Bigger Than You Think

The COVID-19 pandemic has us all working from home. This can get pretty old, pretty quickly. You’ve called clients. Done virtual cocktails with fri...

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Client Retention 6/17/2020

How to Handhold Nervous Clients

What happens when the market has a big down day? Well, it had to happen eventually.

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Market Opinion 6/10/2020

When Small is Big: Next Investment Opportunity?

Typically, when climbing out of an economic crisis, equity markets will rise in anticipation of a stronger economy and small cap stocks will tend t...

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Sales Development 6/3/2020

Winning the Trust of Ultra-High Net Worth Clients

This post was authored by Jeffrey Dunham, Dunham's Chairman/CEO. If you have questions concerning today's topic, please call us at (858) 964 - 050...

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