Blog

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

Trust 8/19/2019

Dunham Trust Company Celebrates 20 Years and You May Get the Present!

In 1999, Dunham Trust Company (DTC) was founded on the simple idea that cultivating highly personal service would make a positive difference in pro...

READ MORE

Featured 8/15/2019

Protecting the Elderly from Financial Abuse

It's essential that our clients and their loved ones are protected from scams and fraud that can drastically endanger their long-term financial wel...

READ MORE

Featured 8/13/2019

How My Financial Advisors are Hiring Quality Talent for Their Practice

Would you believe me if I told you that back in 2009, as a junior in college, I had financial advisors in my branch office calling me asking for help?

READ MORE

Featured 8/8/2019

Why Wealth Building is like Weight Training

From fees paid to progress measured, Bryce Sanders writes about how to explain your advising in terms of weight training to clients who may be more...

READ MORE

Client Services 8/6/2019

The Server is Down: What We Can Learn about Customer Service from Internet Outages

You've likely experienced this feeling before, where a service that has chugged along merrily and uninterrupted suddenly stops. There's a lot we ca...

READ MORE

Estate Planning 8/1/2019

Why Offer Estate Planning Advice to Prospects

Sometimes, showing value to potential clients can be as simple and illustrating how you can build a strategy to long-term financial wellness and co...

READ MORE

Skills 7/30/2019

What Nature Can Teach Us about Work

By watching our wild counterparts go about the business of living, we can learn a few timeless lessons for keeping our own work life humming.

READ MORE