Blog

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

Trust 1/21/2021

Critical IRA News: It is Back, But Will It Still Be Missing?

In 2019 the U.S. Senate had the Retirement Enhancement and Savings Act 2019 (RESA) on the heels of the Setting Every Community Up for Retirement En... READ MORE

1/19/2021

16 Financial Planning Questions to Answer in 2021

Many clients don’t see the need for financial planning. They earn more than they spend. What could possibly go wrong? READ MORE

Video 1/12/2021

Video: Dunham | Quarter in 2s

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 Retention 1/5/2021

When Your Client Doesn’t Want to Be Your Client Any Longer

It happens. People give up. We’ve heard you shouldn’t change horses in midstream. The same goes for acting in haste. A client tells you they ar... READ MORE

12/31/2020

2020 Year in Review

Sal Capizzi identifies the critical element of 2020 for most of you and especially for your clients. READ MORE

12/24/2020

How the Virus Almost Stole Christmas (and the DOW Saved the Day!)

Every stock down in Dow ville, liked Christmas a lot; But the Covid virus, of Twenty Twenty did not. The virus hated the Dow, and all stocks toget... READ MORE

12/22/2020

How to Add Clients Immediately After the Holidays

We all want the same things. You want to add new clients, and you would like them to come to you. You have someone on your staff who understands te... READ MORE

12/15/2020

How Can Clients Reduce Expenses Post-Pandemic?

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

12/4/2020

CFP CE Credit with Financial Advisor IQ: Think Tank

This post was authored by Olivia Dunham, a Dunham staff member. If you have questions concerning today's topic, please call us at (858) 964 - 0500... READ MORE

Client Retention 12/1/2020

Talking Points for Investment Advisory Clients Scared of Market Volatility

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

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