Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
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 MOREdunham 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 MOREDunham 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 MORERoth 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 MOREdigital 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 MOREDivorce 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 MOREFDIC 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 MORERodeo 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 MOREIDM 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 MORES&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 MORENotice 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...
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