Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Sales Development 6/22/2020
The COVID-19 pandemic has us all working from home. This can get pretty old, pretty quickly. You’ve called clients. Done virtual cocktails with fri... READ MORE
Client Retention 6/17/2020
What happens when the market has a big down day? Well, it had to happen eventually. READ MORE
Market Opinion 6/10/2020
Typically, when climbing out of an economic crisis, equity markets will rise in anticipation of a stronger economy and small cap stocks will tend t... READ MORE
Sales Development 6/3/2020
This post was authored by Jeffrey Dunham, Dunham's Chairman/CEO. If you have questions concerning today's topic, please call us at (858) 964 - 050... READ MORE
Financial Advisors 5/27/2020
Most people do not understand the value that comes from time spent working on a project. The majority of the time the only thing they see is the en... READ MORE
Financial Advisors 5/19/2020
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
Financial Advisors 5/13/2020
Dave Fadenziero is a financial advisor based out of Mountainside, New Jersey. He celebrated his one year business anniversary on February 21. Faden... READ MORE
Financial Advisors 5/6/2020
In Bryce Sanders' article, "Are advisors being good (boy) scouts right now?", he outlines how these twelve guiding principles can be used as a chec... READ MORE
Financial Advisors 4/28/2020
I once heard a detective say there is a detectives’ curse. The curse is that the solution to the crime was right under the detective’s nose, but sh... READ MORE
Financial Advisors 4/22/2020
In our current market environment, investors sitting in cash may be torn by wanting to wait and see if the market will go down, or invest now as th... READ MORE
Market Opinion 4/15/2020
I worked directly across the street of the New York Stock Exchange on October 19, 1987. READ MORE
Financial Advisors 4/13/2020
On Thursday, April 9, 2020 IRS issued Notice 2020-23, which extended additional key tax deadlines for individuals and businesses. READ MORE
Video 4/7/2020
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes. READ MORE
Financial Advisors 3/31/2020
The Government just moments ago unveiled a major program that will help to pay the $2 trillion emergency spending bill – but not all your clients w... READ MORE
Financial Advisors 3/30/2020
The CARE Act, signed by President Trump on Friday, March 27, aims to provide emergency assistance for individuals, families, and businesses affecte... READ MORE
Market Opinion 3/25/2020
A balanced portfolio comprised of stocks and fixed income (bonds) has been historically designed to diversify the risk of stocks. READ MORE
Market Opinion 3/24/2020
To put $1 trillion in perspective, moving backwards in time, 1 billion seconds would take us to about 1989. 1 trillion seconds would take us to aro... READ MORE
Free Time & Leisure 3/19/2020
Countless places around the world have closed in order to reduce the spread of COVID-19. But social distancing does not have to be all that bad, do... READ MORE
Market Opinion 3/18/2020
After the crash of 1987, the running joke between traders on Wall Street was that the difference between a recession and a depression is that when ... READ MORE
Market Opinion 3/12/2020
Having hope in the face of panic is never easy. However, there's good reasoning when asking yourself or your clients to keep courage. READ MORE