Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Financial Advisors 1/30/2024

Timeless Wisdom: Understanding Mr. Market's Role in Your Portfolio

Here is timeless investor wisdom we can learn from Mr. Market. What is Mr. Market? Find out as we explore Benjamin Graham and Warren Buffett's prin...

READ MORE

Financial Advisors 12/12/2023

Building Confidence in Bear Markets: Strategies Every Advisor Should Know

Discover how financial advisors navigate bear markets with proactive planning, market insight, and strong client communication. Learn the three pil...

READ MORE

Financial Advisors 11/28/2023

Why Content Marketing is Essential for Financial Advisors

Discover why content reigns supreme for financial advisors in the digital age. Uncover the impact of curated content on client retention, lead gen...

READ MORE

Financial Advisors 11/14/2023

Client Retention for Financial Advisors: Understanding What Clients Really Want

Client retention is crucial for financial advisors. Understanding why clients leave and employing strategies to enhance retention build enduring re...

READ MORE

Financial Advisors 4/12/2022

The Fundamentals of Email Marketing for Financial Advisors

As a financial advisor, you likely have a list of prospects that you are hoping to convert into clients. This is where email marketing may prove to...

READ MORE

Financial Advisors 3/29/2022

Anatomy of a Depression vs. a Recession

During the Financial Crisis of 2008, the running joke in the media was that the difference between a recession and a depression is that when your c...

READ MORE

Financial Advisors 3/22/2022

The Stock Market Crash of 1987

Imagine finding out that today, the S&P 500 lost -20.47%. How would you react? Would you hold firm with your investment, or would you employ what w...

READ MORE

Financial Advisors 3/8/2022

Why You Should Incorporate More Video Marketing in 2022

Video content is not just nice to have anymore - it's now the way audiences expect to engage with you. If you haven't yet incorporated video into y...

READ MORE

Financial Advisors 2/22/2022

A Valuable Resource During a Bear Market | Dunham’s Market Cycle Chart

One reason you may want to maintain hope during a bear market lies in the understanding that in our view, the stock market generally rises and fall...

READ MORE

Video 2/15/2022

Turning to Dollar Cost Averaging During a Market Decline

Today we’ll be looking at how investors can take the emotion out of investing by Understanding Dollar Cost Averaging.

READ MORE

Financial Advisors 2/8/2022

Looking Back at the COVID Crash of 2020

When the clock struck midnight on January 1, 2020, few people could have predicted emotional and tumultuous effect COVID-19 would have on their lives.

READ MORE