Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
About Us 3/1/2022
We are excited to announce that the Dunham Weekly Market Commentary is receiving a brand-new look, now called the Dunham Market Snapshot! READ MORE
2/24/2022
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 2/22/2022
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
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
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
Financial Advisors 2/1/2022
This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio decli... READ MORE
Financial Advisors 1/25/2022
With negative numbers lining indexes, whispers of “bear market” are growing louder and louder. READ MORE
Video 1/20/2022
In Greek Mythology, Homer wrote about two sea monsters, Scylla and Charybdis, who lived on opposite sides of the Strait of Messina. They posed an i... READ MORE
Trust 1/18/2022
A charitable remainder trust is a powerful solution for eliminating capital gains taxes at the point of sale and converting appreciated assets, lik... READ MORE
Video 1/13/2022
If a special needs beneficiary receives needs-based government benefits, like Supplemental Security Income, Medicaid, or housing assistance, attain... READ MORE
Video 1/11/2022
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes. READ MORE
Video 1/6/2022
Many parents will name their children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and ... READ MORE
Financial Advisors 1/4/2022
As a financial advisor who also has a tax practice, it would not be surprising if your clients asked what they are receiving for the fee they are p... READ MORE
Video 12/30/2021
In 2020, most provisions of the SECURE Act went into effect, including a provision that requires a mandatory payment of all taxes on an inherited I... READ MORE
Video 12/23/2021
IRA owners often name their spouse as the beneficiary of their IRA. This video explains why doing so may cause problems if the spouse decides to re... READ MORE
Financial Advisors 12/21/2021
Happy Holidays from the Dunham team! Let's take a Holly, Jolly look back at 2021 as we prepare for the year to come. READ MORE
Sales Development 12/14/2021
You need to find prospects, get them to talk with you, follow up and eventually close. Sometimes the right expression can help to get your point ac... READ MORE
Video 12/9/2021
An Individual Retirement Account (IRA) may contain a large portion of assets that you've saved with your children or other loved ones in mind. When... READ MORE
Client Retention 12/7/2021
And just like that, as quickly as 2021 began, it came to a close. The end of the year can often catch us by surprise as we dive into everything fro... READ MORE
Sales Development 11/30/2021
Today, we’re looking at the final (and essential) puzzle piece – closing a sale with a potential prospect. We’re looking at five critical steps to ... READ MORE