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

Financial Advisors 7/27/2021

Will Inflation Take a Bite out of Your Retirement?

It is essential to put money aside for retirement – the earlier you start investing and growing your assets, many argue, the better. READ MORE

Financial Advisors 7/21/2021

Dunham Personal Investment Video Statements are Now Available!

As another benefit of the technology suite Dunham provides for you and your clients, the second quarter video statement is now available. READ MORE

Financial Advisors 7/20/2021

Building Client Relationships with Your Clients’ Children and Grandchildren

If you haven’t yet established yourself as a trusted resource for young investors, you could be missing an opportunity to work with a key demograph... READ MORE

Financial Advisors 7/13/2021

Discussing the 2021 Child Tax Credit with Your Clients

Beginning July 15, 2021, the IRS will begin distributing the 2021 Child Tax Credit payments. These advance payments occur as part of the $1.9 trill... READ MORE

Video 7/6/2021

Video: Dunham | Quarter in 2s

Dunham's opinions on domestic markets, international markets, and the bond market of Q2 2021. READ MORE

Financial Advisors 6/29/2021

Exploring Financial Advisor Designations in Specialized Fields

We’re exploring specialized financial advisor designations. For example, what does it mean to be a Certified Student Loan Professional, or a Charte... READ MORE

Client Acquisition 6/22/2021

Five (Not So Obvious) Reasons Prospects Should Choose You

You cultivate friends. You talk with prospects. Today they have more choices than ever. Why should they do business with you and your firm? READ MORE

Financial Advisors 6/15/2021

What’s Next for My Business: Is This a Trend or a Sea Change?

The pandemic has delivered both crises and opportunities. If you run your own operation or are guiding a larger organization, you are wondering: Ho... READ MORE

Financial Advisors 6/8/2021

Examining the Recent Performance of Growth and Value Stocks

In the name of diversification, you likely include a combination of growth and value stocks when building your client’s portfolios. The ratio, of c... READ MORE

Financial Advisors 6/1/2021

The Many Advantages of Being a Newer Advisor

Younger people often feel at a disadvantage in the financial services business. It’s a business where silver hair implies competence. READ MORE

Video 5/26/2021

Video: Using Emotions as Your Investment Guide Could Cost You

It's no secret that letting emotions guide your investment strategy could be a costly decision. However, it can be hard not to let fear get the bes... READ MORE

Financial Advisors 5/18/2021

How Can You Make the Most of Your “About Me” Page?

You just met a fantastic HNW individual at a networking event, and even better, got their contact information. You are already planning to follow u... READ MORE

Financial Advisors 5/11/2021

10 Ways to Be Politely Persistent

Polite persistence means staying on the prospect’s radar screen without being annoying. This is a longer-term strategy, but it’s employed with many... READ MORE

Financial Advisors 5/4/2021

Financial Advisor Designations: Which Acronym is Best for You?

It’s no secret that the financial world is filled with acronyms. However, it can feel like a secret when you have to decipher each and every meaning. READ MORE

Trust 4/29/2021

IRA Planning for a Beneficiary Affected by Substance Abuse

Many parents will name children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and inheri... READ MORE

Financial Advisors 4/27/2021

Update: IRS Says “Oops” About Their IRA Error

Last week an IRS spokesperson said the calculations shown in IRS Publication 590-B are incorrect and will be revised. READ MORE

Trust 4/22/2021

Establishing an IRA Trust for a Special Needs Child

While IRA owners may name their special needs child as the beneficiary of their IRA to prepare for their child’s future, doing so may have unforese... READ MORE

Financial Advisors 4/20/2021

It's Time to Discuss the 99.5 Percent Act With Your Clients

Senator Bernie Sanders has introduced a bill called the “For the 99.5 Percent Act.” This bill will include a change in the estate tax exemption tha... READ MORE

Financial Advisors 4/15/2021

SECURE Act 10-Year Rule May Require Annual RMDs

Since the SECURE Act’s passage in 2019, the industry has worked under the assumption that the 10-Year rule provided designated beneficiaries with o... READ MORE

Financial Advisors 4/13/2021

Building Your Business Post-COVID May Seem a Lot like Pre-COVID

As we emerge from the COVID era, you may find that people are eager to meet with you, to shake your hand. You may begin to see a keen interest in b... READ MORE