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


Falling for Fintech: Financial Planning Software

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


Charitable Remainder Trust

Capital gains got you down? See our new Charitable Remainder Trust Video! READ MORE


Finance Essentials: Market Volatility Lecture

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


Bridging the Generational Gap: How to Talk to Your Clients’ Children and Grandchildren About Student Debt Cancellation

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


A Handy Quick Summary of IRS Tax Inflation Adjustments and Retirement Plan Increases for 2023

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


Dunham Quarter in 2s 3Q 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 ... READ MORE


Should You Survey Your Clients

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


IRS Forgives You and Your Client for not Taking Certain RMDs

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


Who are the Influencers in Your Community

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


Falling for Fintech: Email Marketing Software

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


Finance Essentials: Compound Interest Class

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


Disappointing Inflation Numbers and The Fed Balance Sheet Response

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


Falling for Fintech: How to Choose a CRM

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 Fundraising Ideas for Nonprofits Tired of Galas

Many nonprofits hold galas, but several factors are creating headwinds. Seating capacity might be one. Inflation drives up costs which get reflecte... READ MORE


Examining the Inflation Reduction Act and its Impact on You

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


Finance Essentials: Recession Fundamentals

The concept of a recession is not a foreign one. But do your clients truly understand what a recession is? READ MORE


The Days You Might Be Missing

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


Finance Essentials: Stagflation 101

To help establish yourself as a valuable resource for clients, Dunham has created the Finance Essentials Series. This Week's Topic: Stagflation READ MORE


Not Your Canary

Is an inverted yield curve a reason to scrap equities from your portfolio? I can say most definitively that it depends. READ MORE


Dunham | Quarter in 2s | 2Q 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