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


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


Some Investment Ideas Sound Better Than They Really Are

When the stock market goes down, people look for additional investment ideas. Everyone wants to discover the next big thing or an old idea that has... READ MORE


How to Accept a Compliment from a Client (or Anyone Else)

Have you ever said something without thinking? I have. A client was happy about the outcome of an investment I suggested. I said, “That’s why yo... READ MORE


Eight Useful Analogies When Trying to Explain the Stock Market

Like a cat, the stock market can often be inscrutable. You think you have it figured out, then it does something contrary to what you expected. A... READ MORE


Exploring Financial Advisor Designations in Specialized Fields

We’re exploring specialized financial advisor designations. For example, what does it mean to be a Certified Student Loan Professional, or a Charte... READ MORE


Perhaps the Best Sleep Comes From What is Keeping You Awake

This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio decli... READ MORE


Turning to Dollar Cost Averaging During a Market Decline

Today we’ll be looking at how investors can take the emotion out of investing by Understanding Dollar Cost Averaging. READ MORE


Lessons Learned from the Financial Crisis of 2007-2008

Famed investor Sir John Templeton once said that the four most dangerous words in investing were, “This time it’s different.” In this statement lie... READ MORE


Roth IRA Conversions on Sale?

As the market declines, now may be the time to consider Roth IRA conversions. With both the stock and bond markets falling and IRA accounts possib... READ MORE


Informed Investor Series Understanding a Bear Market

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE


Low Correlation - A Defense Against the Bear

Ideally, you would love to find a “perfect” defense for an investment portfolio. However, an investment that always beats inflation and does not lo... READ MORE


How to Advise Your Free-Spending Clients

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE