Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 8/10/2021
Around the world, the norm of most societies is taking care of their elders. We practice love, honor, gratitude, and respect for those who guided a...
READ MOREFinancial Advisors 8/3/2021
Reaching out to wealthy prospects may be an essential part of your practice, but defining who those individuals are and where to find them can be d...
READ MOREFinancial Advisors 7/27/2021
It is essential to put money aside for retirement – the earlier you start investing and growing your assets, many argue, the better.
READ MOREFinancial Advisors 7/21/2021
As another benefit of the technology suite Dunham provides for you and your clients, the second quarter video statement is now available.
READ MOREFinancial Advisors 7/20/2021
If you haven’t yet established yourself as a trusted resource for young investors, you could be missing an opportunity to work with a key demograph...
READ MOREFinancial Advisors 7/13/2021
Beginning July 15, 2021, the IRS will begin distributing the 2021 Child Tax Credit payments. These advance payments occur as part of the $1.9 trill...
READ MOREVideo 7/6/2021
Dunham's opinions on domestic markets, international markets, and the bond market of Q2 2021.
READ MOREFinancial Advisors 6/29/2021
We’re exploring specialized financial advisor designations. For example, what does it mean to be a Certified Student Loan Professional, or a Charte...
READ MOREClient Acquisition 6/22/2021
You cultivate friends. You talk with prospects. Today they have more choices than ever. Why should they do business with you and your firm?
READ MOREFinancial Advisors 6/15/2021
The pandemic has delivered both crises and opportunities. If you run your own operation or are guiding a larger organization, you are wondering: Ho...
READ MOREFinancial Advisors 6/8/2021
In the name of diversification, you likely include a combination of growth and value stocks when building your client’s portfolios. The ratio, of c...
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