Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 5/4/2021
It’s no secret that the financial world is filled with acronyms. However, it can feel like a secret when you have to decipher each and every meaning. READ MORE
Trust 4/29/2021
Many parents will name children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and inheri... READ MORE
Financial Advisors 4/27/2021
Last week an IRS spokesperson said the calculations shown in IRS Publication 590-B are incorrect and will be revised. READ MORE
Trust 4/22/2021
While IRA owners may name their special needs child as the beneficiary of their IRA to prepare for their child’s future, doing so may have unforese... READ MORE
Financial Advisors 4/20/2021
Senator Bernie Sanders has introduced a bill called the “For the 99.5 Percent Act.” This bill will include a change in the estate tax exemption tha... READ MORE
Financial Advisors 4/15/2021
Since the SECURE Act’s passage in 2019, the industry has worked under the assumption that the 10-Year rule provided designated beneficiaries with o... READ MORE
Financial Advisors 4/13/2021
As we emerge from the COVID era, you may find that people are eager to meet with you, to shake your hand. You may begin to see a keen interest in b... READ MORE
Trust 4/8/2021
Homer wrote about the dilemma Odysseus faced as he crossed the strait of Messina. For investors with large IRAs, the SECURE Act poses a similar, Od... READ MORE
Financial Advisors 4/6/2021
SEO for financial advisors comprises of many strategies. Here are 5 ways to get backlinks to boost your website’s search ranking and bring more tra... READ MORE
Trust 4/1/2021
Although the SECURE Act eliminated the stretch IRA strategy, IRA owners who are updating their estate plans may find a potential substitute for the... READ MORE
Financial Advisors 3/30/2021
The job of a financial advisor can be likened to climbing a ladder. We look upwards and are sometimes dismayed by how far away our goals seem to be. READ MORE
Trust 3/25/2021
Leaving your IRA to your spouse may be a problem if they remarry. Assigning your spouse as the beneficiary may lead to unintentionally disinheritin... READ MORE
Client Retention 3/23/2021
Many people think investing is easy. In this article, Bryce Sanders discusses seven reasons why everyone isn't rich, and how individual investors m... READ MORE
Trust 3/18/2021
An Individual Retirement Account (IRA) may be one of your client’s largest assets. When leaving an IRA to a beneficiary, your client will likely tu... READ MORE
Financial Advisors 3/16/2021
As a financial advisor, you likely have a website. That’s great. But, what does it do? And how are visitors using your site? In this post, we’ll gu... READ MORE
About Us 3/12/2021
We are excited to announce that Dunham’s Real Estate Stock Fund has won the 2021 Lipper Fund Award for Best Real Estate Fund over the 3 year period. READ MORE
Financial Advisors 3/2/2021
Years ago, I heard some excellent trainers remarking on coaching experienced advisors. “List your top 20 clients and how you got them.” READ MORE
Financial Advisors 2/23/2021
Before investing or trading in that cryptocurrency for your newest purchase, you’re probably going to want to ask yourself this: how is it taxed? READ MORE
Financial Advisors 2/16/2021
Last year was a rough year for many people. People think about their own mortality. Jobs no longer seem secure. Your client tells you they want to ... READ MORE
Financial Advisors 2/9/2021
If I had a dollar for every time a client approached me with a dubious investment pitch, it would cover a few coffee orders. READ MORE