Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
12/13/2022
In the world of IRAs and qualified plans, nothing seems to create more debate and google searches than the Roth IRA. On the surface, it seems simpl...
READ MORE12/8/2022
A Private Family Foundation is one way to help you establish your charitable giving during your lifetime. Furthermore, because you generally establ...
READ MORE12/6/2022
For your self-employed clients, the common question is, which retirement plan is right for me? Is it a Simplified Employee Pension (SEP IRA), Savin...
READ MORE12/1/2022
Many of us have dreamed of making the world a better place. We have visions of a world with equality, freedom, and healthcare available to all - a ...
READ MORE11/29/2022
With Thanksgiving suddenly behind us, it's time to start looking forward to what many consider 'the most wonderful time of the year. As the holiday...
READ MORE11/22/2022
According to The Kitces Research on Independent Adviser Tech, in 2021, 83% of financial advisors used some type of financial planning software. If ...
READ MORE11/17/2022
Capital gains got you down? See our new Charitable Remainder Trust Video!
READ MORE11/15/2022
While this may not be a completely new concept to your clients, it may be worth clarifying. Trying to break down the complexity of market volatilit...
READ MORE11/7/2022
As you may have read, there is new hope for us student loan carriers: the possibility of student debt cancellation. Although a federal appeals cour...
READ MORE10/25/2022
The IRS recently published its Inflation adjustments. I am writing this piece, so you have this information at your fingertips for when questions a...
READ MORE10/22/2022
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