Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Market Opinion 2/28/2020
We have all dealt with market, economic, or geopolitical events and the fear they may cause. Generally, this fear is the perception of the current ... READ MORE
Self Improvement 2/27/2020
In this post, some topics for client conversations are discussed, as well as remedies to concerns which clients may have to developments in the mar... READ MORE
Financial Advisors 2/25/2020
The bull market has run for more than ten years. Many investors don't remember down markets. Now online trades seem to be commission free. READ MORE
Sales Development 2/20/2020
Bankruptcies are common among professional athletes, winners of the lottery, and celebrities in the public eye. READ MORE
Self Improvement 2/18/2020
With so much distraction, dysfunction and noise going on, it’s more important than ever to streamline your practice by systematizing all your proce... READ MORE
Client Acquisition 2/13/2020
When clients are not sure who to pick or how to differentiate amongst a sea of financial advisors, knowing you belong to a similar group of people ... READ MORE
Financial Advisors 2/11/2020
In this post, 17 inspirational and motivational opinions on the financial advising industry are laid out for our financial advisors to read. READ MORE
Financial Advisors 2/6/2020
Hypothetically, let us say that as a financial advisor on October 9, 2007, you had a client with $1 million to invest who would need use of that mo... READ MORE
Self Improvement 2/4/2020
Helen Keller was once reportedly asked, “Is there anything worse than being blind"? She replied, "Yes, a person with sight and no vision". READ MORE
Sales Development 1/30/2020
Even though the Tony Robbinses or the Zig Ziglars of the world promise to impart the secrets of selling to those willing to dish out hundreds or th... READ MORE
Market Opinion 1/28/2020
Typically, Republicans represent the free-market concept, while Democrats often represent regulation of the economy. READ MORE
Financial Advisors 1/23/2020
As you know, as of January 1, 2020, non-spousal IRA beneficiaries lost their ability to stretch their required minimum distributions over their own... READ MORE
Financial Advisors 1/21/2020
What if you could convert ordinary income for a portion of a 401(K) rollover to capital gains? Would that have a benefit? READ MORE
Self Improvement 1/16/2020
In this post, Coach Jim Johnson explains how to establish credibility and structure amongst team members. READ MORE
Client Acquisition 1/14/2020
How much do you want to grow your practice? How fast do you want to grow it? It’s relatively easy to increase your average account size from $250k ... READ MORE
Market Opinion 1/10/2020
Today's video was created by Francisco Quinonez, the Marketing Manager at Dunham. If you have questions concerning today's topic, please call us a... READ MORE
Self Improvement 1/9/2020
In this Dunham blog post, Coach Jim Johnson writes about how to make New Year's resolutions happen. They are functions of discipline and habit. READ MORE
Financial Advisors 1/2/2020
Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping... READ MORE
Sales Development 12/19/2019
Dating is a tricky business. One could almost call it the original problem. The thing is, it can be made much better by keeping confidence, time, a... READ MORE
Trust 12/12/2019
Here is something that may keep you in the holiday spirit and could make your top clients happier than Santa finding milk and cookies on your coffe... READ MORE