Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
12/1/2022
Many of us have dreamed of making the world a better place. We have visions of a world with equality, freedom, and healthcare available to all - a ... READ MORE
11/29/2022
With Thanksgiving suddenly behind us, it's time to start looking forward to what many consider 'the most wonderful time of the year. As the holiday... READ MORE
11/22/2022
According to The Kitces Research on Independent Adviser Tech, in 2021, 83% of financial advisors used some type of financial planning software. If ... READ MORE
11/17/2022
Capital gains got you down? See our new Charitable Remainder Trust Video! READ MORE
11/15/2022
While this may not be a completely new concept to your clients, it may be worth clarifying. Trying to break down the complexity of market volatilit... READ MORE
11/7/2022
As you may have read, there is new hope for us student loan carriers: the possibility of student debt cancellation. Although a federal appeals cour... READ MORE
10/25/2022
The IRS recently published its Inflation adjustments. I am writing this piece, so you have this information at your fingertips for when questions a... READ MORE
10/22/2022
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
10/17/2022
When you are a financial advisor, you are often the closest you can get to owning your own business. The downside is unhappy clients do not put you... READ MORE
10/11/2022
On late Friday, October 7, 2022, the IRS issued Notice 2022-53[1] In this Notice, the Internal Revenue Service said it would waive the 50% penalty ... READ MORE
10/4/2022
People think of influencers as those who are often asked for advice on a 1:1 basis. Let’s stick with the individuals often asked for face-to-face a... READ MORE
9/27/2022
In today’s 2nd installment of “Falling for Fintech,” I will explore what Email Marketing Software is and how it may be worth swiping right on. READ MORE
9/20/2022
Your clients may have seemed to understand compound interest, but do they know how it works? While this may not be a completely new concept to your... READ MORE
9/13/2022
This morning’s inflation report sent the stock and bond markets into a tailspin. How will the Federal Reserve respond to this disappointing report? READ MORE
9/6/2022
How do you choose a CRM as a financial advisor? What are the considerations that need to be made and the features that should be sought after? READ MORE
8/30/2022
Many nonprofits hold galas, but several factors are creating headwinds. Seating capacity might be one. Inflation drives up costs which get reflecte... READ MORE
8/23/2022
The Inflation Reduction Act aims to combat climate change, lower prescription drug costs, and pay for it by raising taxes on corporations and colle... READ MORE
8/16/2022
The concept of a recession is not a foreign one. But do your clients truly understand what a recession is? READ MORE
8/9/2022
A wise man said, “the best way not to be hit by a train is not to be on the tracks.” This wisdom may fall short as an analogy for the market. READ MORE
8/2/2022
To help establish yourself as a valuable resource for clients, Dunham has created the Finance Essentials Series. This Week's Topic: Stagflation READ MORE