Blog

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

11/25/2020

Simplifying Nevada Trusts | Part 6: Benefits by Trust Type

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Financial Advisors 11/24/2020

Engaging in Wealth Transfer Planning with a Client

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE

Trust 11/19/2020

Simplifying Nevada Trusts | Part 5: Funding Trusts with a Completed or Incomplete Gift

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Financial Advisors 11/17/2020

This Might Help You Understand Our Current Stock Market

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

Trust 11/12/2020

Simplifying Nevada Trusts | Part 4: Grantor vs. Non Grantor

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Client Acquisition 11/9/2020

Simple Digital Marketing Tips to Grow Your Practice

This post was authored by Paul C.Ragone. Paul C. Ragone is a Investment Advisor Representative of, and Security and Investment Advisory Services o... READ MORE

Trust 11/5/2020

Simplifying Nevada Trusts | Part 3: Control vs. Beneficial Enjoyment

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

10/29/2020

Simplifying Nevada Trusts | Part 2: Earning the Trust of Wealthy Prospects

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Salvatore M Capizzi 10/28/2020

Quick Guide to New 2021 Tax and Qualified Plan Changes

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

Financial Advisors 10/23/2020

Fanfare for the Uncommon Bear

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

Trust 10/22/2020

Simplifying Nevada Trusts | Part 1: Why Nevada?

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Trust 10/21/2020

Simplifying Nevada Trusts

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE

Financial Advisors 10/20/2020

It is Time to Focus on Taxes Now

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

Financial Advisors 10/13/2020

Go to Cash Before the Presidential Election?

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