Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
11/29/2022
With Thanksgiving suddenly behind us, it's time to start looking forward to what many consider 'the most wonderful time of the year. As the holiday...
READ MORE11/22/2022
According to The Kitces Research on Independent Adviser Tech, in 2021, 83% of financial advisors used some type of financial planning software. If ...
READ MORE11/17/2022
Capital gains got you down? See our new Charitable Remainder Trust Video!
READ MORE11/15/2022
While this may not be a completely new concept to your clients, it may be worth clarifying. Trying to break down the complexity of market volatilit...
READ MORE11/7/2022
As you may have read, there is new hope for us student loan carriers: the possibility of student debt cancellation. Although a federal appeals cour...
READ MORE10/25/2022
The IRS recently published its Inflation adjustments. I am writing this piece, so you have this information at your fingertips for when questions a...
READ MORE10/22/2022
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 ...
READ MORE10/17/2022
When you are a financial advisor, you are often the closest you can get to owning your own business. The downside is unhappy clients do not put you...
READ MORE10/11/2022
On late Friday, October 7, 2022, the IRS issued Notice 2022-53[1] In this Notice, the Internal Revenue Service said it would waive the 50% penalty ...
READ MORE10/4/2022
People think of influencers as those who are often asked for advice on a 1:1 basis. Let’s stick with the individuals often asked for face-to-face a...
READ MORE9/27/2022
In today’s 2nd installment of “Falling for Fintech,” I will explore what Email Marketing Software is and how it may be worth swiping right on.
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