Blog

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

Financial Advisors 11/11/2021

Establishing a Dunham Donor-Advised Fund When Selling Highly Appreciated Stock

When the sale of a stock yields substantial gains, it will trigger a tax bill that, at times, can be sizeable. There could be significant tax advan...

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Free Time & Leisure 11/9/2021

Why Expressing Gratitude Matters in a Professional Relationship

In the professional world, gratitude can be a little-talked-about subject. But it's an important one! Showing gratitude and appreciation for your c...

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Financial Advisors 11/4/2021

Establishing a Dunham Donor-Advised Fund When Selling Real Estate

When the sale of real estate yields substantial gains, it will trigger a tax bill that, at times, can be substantial. There could be significant ta...

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Financial Advisors 11/2/2021

How Clients' State Residency Affects Estate Taxes

When considering estate taxes, where your client lives has a big impact on how much their estate will owe when they die.

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Financial Advisors 10/28/2021

Establishing a Dunham Donor-Advised Fund When Selling a Business

When the sale of a business yields substantial gains, it will trigger a tax bill that, at times, can be substantial.

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Free Time & Leisure 10/26/2021

Simple Ways to Stay Active While at the Office

Spending the day sitting at your desk, in meetings with clients, or in your car commuting can be an unavoidable part of being a financial advisor.

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Financial Advisors 10/21/2021

Combining Two Powerful Gifting Strategies: The Charitable Remainder Trust and the Dunham Donor-Advised Fund

Reaching philanthropic goals is different for every family and often is combined with specific financial goals they seek to achieve. Some focus on ...

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Trust 10/19/2021

Estate Planning Awareness Week: Don’t Let Your Clients Fall Victim to These Common Myths

This week is Estate Planning Awareness Week (October 18–24, 2021). This article is geared toward helping you gain understanding of the most common ...

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Financial Advisors 10/14/2021

The Power of Philanthropy for Families: Teaching Your Children and Grandchildren

Establishing a multigenerational giving plan effectively passes along shared beliefs and values to your family. This leaves a positive impact for y...

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Video 10/12/2021

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.

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Financial Advisors 10/7/2021

Use "Super Bunching" When Converting to a Roth IRA

The idea of charitable bunching may allow you to increase your tax savings by contributing multiple years of charitable deduction in one year.

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