Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Soft Landing 10/3/2023
The U.S. economy's unexpected resilience raises concerns about complacency and "recency bias". As the media touts a 'soft landing,' history shows e... READ MORE
Inverse Yield Curve 9/26/2023
When you invest in short-term debt instruments you receive a lower interest rate and when you invest in longer-term debt instruments with longer ma... READ MORE
dunham donor advised fund 9/19/2023
Donor Advised Funds (DAFs) have emerged as a powerful tool that financial advisors can utilize to effectively address client taxes, while also attr... READ MORE
Dunham Onboarding Experience 9/12/2023
As a financial advisor and entrepreneur, you understand that a smooth onboarding process is not just a checklist—it is an impactful experience. Tha... READ MORE
Roth Conversion 9/5/2023
If you are considering a Roth IRA conversion for its many benefits, remember to set up a Donor-Advised Fund before the end of 2023. This will not o... READ MORE
digital marketing 8/29/2023
In today's digital age, financial advisors have numerous opportunities to enhance their practice and attract their ideal clients through digital ma... READ MORE
Divorce 8/22/2023
Many financial advisors overlook or inadequately address protecting their client’s child’s inheritance from divorce. Inheritance Trusts should be a... READ MORE
FDIC Insurance 8/15/2023
The financial services industry has seen many innovations, but few can revolutionize how financial advisors operate, secure client assets, and deli... READ MORE
Rodeo 8/8/2023
Welcome to the Rodeo of the Financial Services Industry. The financial year's ticking clock can feel like an eight-second ride. Besides, advisors m... READ MORE
IDM V2 8/1/2023
Dunham Insured Deposit Marketplace (IDM) is a dynamic cash sweep option in the Dunham advisory strategies that can help provide your client with a ... READ MORE
S&P 500 7/25/2023
We wanted to explore the relationship between the performance of the S&P 500 index and the Federal Funds Rate by examining historical data over the... READ MORE
Notice 2023-54 7/18/2023
One of the notable aspects of IRS Notice 2023-54 is the extension of the return deadline for individuals who unnecessarily initiated RMDs this year... READ MORE
7/13/2023
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
Retirement Accounts, Part 3 of 3 7/11/2023
While Social Security provides a steady income stream during retirement, most of your financial independence lies within your retirement accounts. ... READ MORE
Harry Markowitz 7/6/2023
Harry Markowitz, a giant in the world of finance and a Nobel laureate, passed away on June 22, 2023, in San Diego. His contributions to financial t... READ MORE
7/4/2023
As part of the three-part series on preparing for retirement, this piece will dive into the details of Medicare and how it works. READ MORE
6/27/2023
Part One of a Three Part Series Part Two: Things to Know Before Retirement - Medicare Part Three: Things to Know Before Retirement - Retirement... READ MORE
6/20/2023
This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE
6/13/2023
This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE
6/8/2023
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea... READ MORE