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


Dunham Insured Deposit Marketplace

If your clients’ risk tolerance is decreasing while talk of a recession is increasing, some of your clients may ask you to find options with potent... READ MORE


Advertising Ideas for Financial Advisors

Advertising is a difficult task for any business. It requires a clear strategy and a careful understanding of your target market. As a financial ad... READ MORE


Virtual Meeting Mistakes Financial Advisors Should Avoid

A client meeting used to be held at the office or at a restaurant; now, many meetings are virtual. According to Zippia, 50% of employees have at le... READ MORE


Seven Strategies for Gaining Client Referrals

Finding solid strategies to encourage client referrals could set your practice apart from the rest and may help you bring in new AUM. Create busine... READ MORE


Ways to Make Your Clients Feel Loved This Valentine’s Day

Your clients are the people in your life that you make a business of caring for, so why not use this holiday to show your clients some love as well? READ MORE


Finance Essentials: Bond Basics

The Finance Essentials Series seeks to explore, clarify, and explain concepts you may see as common knowledge, but your clients view as technical j... READ MORE


Behind the Scenes of Your Dunham Portfolio

Dunham is pleased to offer you "Behind the Scenes of Your Dunham Portfolio"! Join us as we explore the thinking and analysis that went into the Dun... READ MORE


Falling for Fintech: Website Builder

It is vital to give a solid impression with a website. You may need help with starting or refining your site. There is an eligible fintech that mee... READ MORE


Helping Charities Raise More Money

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


Rolling Over a 529 Plan to a Roth IRA

Things don’t always go as planned. As I grow older, this statement has become more and more apparent to me. When it comes to your children planning... READ MORE


The Dunham Quarter in 2s

Dunham is pleased to offer you the Dunham | Quarter in 2s! Every quarter we will give you our opinions on domestic markets, international markets, ... READ MORE


Planning a Financial Seminar Guide

One great way to communicate in person with many clients is by hosting a financial seminar. While this task is easily described, hosting and planni... READ MORE


Comparing the Use of a Charitable Remainder Trust, Donor Advised Fund, and a Private Family Foundation

In this final article of the series, we will compare these three methods of giving to provide guidance as to which might be suitable for you and yo... READ MORE


SECURE 2.0 Act: Reshaping Retirement Plans

New and improved retirement policies through the SECURE 2.0 Act passed the House of Representatives this past Friday, December 23, and the bill now... READ MORE


The Use of a Charitable Remainder Trust

This article will explore what is known as a Charitable Remainder Trust. This trust can go by several names and formats, like a Charitable Remainde... READ MORE


Time is Money: 7 ways to use your 'gap time' more productively

What are these little bits of time? You are called in from the field into the office because your manager wants to meet for your periodic performan... READ MORE


What is a Donor Advised Fund

Through the years, Donor-Advised Funds have become increasingly common in the philanthropic community for the good they can do today and the good t... READ MORE


Take the Roth IRA Quiz!

In the world of IRAs and qualified plans, nothing seems to create more debate and google searches than the Roth IRA. On the surface, it seems simpl... READ MORE


How a Private Family Foundation Works

A Private Family Foundation is one way to help you establish your charitable giving during your lifetime. Furthermore, because you generally establ... READ MORE


Retirement Guide for Self-Employed Clients

For your self-employed clients, the common question is, which retirement plan is right for me? Is it a Simplified Employee Pension (SEP IRA), Savin... READ MORE