Blog

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

Market Opinion 6/10/2020

When Small is Big: Next Investment Opportunity?

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...

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Sales Development 6/3/2020

Winning the Trust of Ultra-High Net Worth Clients

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...

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Financial Advisors 5/27/2020

How an Advisor’s Time Translates Into Value

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...

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Financial Advisors 5/19/2020

De-escalating a Hostile Situation, with Jeffrey Dunham

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...

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Financial Advisors 5/13/2020

15 Tips To Help You Survive Your First Year As A Financial Advisor

Dave Fadenziero is a financial advisor based out of Mountainside, New Jersey. He celebrated his one year business anniversary on February 21. Faden...

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Financial Advisors 5/6/2020

Are Advisors Following, "The Scout Law"?

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...

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Financial Advisors 4/28/2020

What is the Advisor's Curse?

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...

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