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

Sales Development 3/12/2019

4 Easy Ways to Show the Value You Bring to Clients

Showing your unique value to a client doesn't necessarily mean you have to spend your hard-earned money. READ MORE

Charlotte Stark 3/7/2019

What is My Investment Risk Profile?

Choosing investments can be an intimidating prospect. After all, how can you discern which funds are the best fit for you and your short and long-t... READ MORE

Government 3/6/2019

The Fed’s Balance Sheet Unwind: An Overview

In his Tuesday, February 26, 2019 semiannual testimony on the state of monetary policy, Federal Reserve Chairman Jerome Powell told a Senate commit... READ MORE

About Us 3/5/2019

What is The Dunham Mutual Fund Difference?

Large companies can leave financial advisers looking for a more personal touch. Dunham works diligently to provide key differences in service that ... READ MORE

Market Opinion 2/28/2019

Video: Remaining Hopeful in a Bear Market

While no two markets are the same and past performance is never an indication of future results, historical evidence, as well as academic research,... READ MORE

Client Retention 2/24/2019

Building Trust with Clients: 3 Techniques

No matter what side of the service provider/client relationship you're on, cultivating trust in the workplace is an essential part of keeping workf... READ MORE

Market Opinion 2/23/2019

10 Unexpected Reasons Volatility Drives Clients Nuts

Our content this week is courtesy of Bryce Sanders over on ThinkAdvisor. His piece, 10 Unexpected Reasons Volatility Drives Clients Nuts, gives som... READ MORE

About Us 2/21/2019

Welcome to the Dunham Blog

Thank you for visiting the Dunham Investment & Associates Blog. This site will provide posts on a variety of financial topics, like sales tips, mar... READ MORE