Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

8/30/2022

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...

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8/23/2022

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...

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8/16/2022

Finance Essentials: Recession Fundamentals

The concept of a recession is not a foreign one. But do your clients truly understand what a recession is?

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8/9/2022

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.

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8/2/2022

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

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7/26/2022

Not Your Canary

Is an inverted yield curve a reason to scrap equities from your portfolio? I can say most definitively that it depends.

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7/19/2022

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...

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7/12/2022

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...

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7/5/2022

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...

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6/28/2022

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...

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6/21/2022

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...

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