Blog

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

1/31/2023

Finance Essentials: Bond Basics

The Finance Essentials Series seeks to explore, clarify, and explain concepts you may see as common knowledge, but your clients view as technical j...

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1/26/2023

Behind the Scenes of Your Dunham Portfolio

Dunham is pleased to offer you "Behind the Scenes of Your Dunham Portfolio"! Join us as we explore the thinking and analysis that went into the Dun...

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1/24/2023

Falling for Fintech: Website Builder

It is vital to give a solid impression with a website. You may need help with starting or refining your site. There is an eligible fintech that mee...

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1/17/2023

Helping Charities Raise More Money

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c...

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1/10/2023

Rolling Over a 529 Plan to a Roth IRA

Things don’t always go as planned. As I grow older, this statement has become more and more apparent to me. When it comes to your children planning...

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1/9/2023

The Dunham Quarter in 2s

Dunham is pleased to offer you the Dunham | Quarter in 2s! Every quarter we will give you our opinions on domestic markets, international markets, ...

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1/3/2023

Planning a Financial Seminar Guide

One great way to communicate in person with many clients is by hosting a financial seminar. While this task is easily described, hosting and planni...

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12/29/2022

Comparing the Use of a Charitable Remainder Trust, Donor Advised Fund, and a Private Family Foundation

In this final article of the series, we will compare these three methods of giving to provide guidance as to which might be suitable for you and yo...

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12/27/2022

SECURE 2.0 Act: Reshaping Retirement Plans

New and improved retirement policies through the SECURE 2.0 Act passed the House of Representatives this past Friday, December 23, and the bill now...

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12/20/2022

The Use of a Charitable Remainder Trust

This article will explore what is known as a Charitable Remainder Trust. This trust can go by several names and formats, like a Charitable Remainde...

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12/20/2022

Time is Money: 7 ways to use your 'gap time' more productively

What are these little bits of time? You are called in from the field into the office because your manager wants to meet for your periodic performan...

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