Blog

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

12/13/2022

Take the Roth IRA Quiz!

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...

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12/8/2022

How a Private Family Foundation Works

A Private Family Foundation is one way to help you establish your charitable giving during your lifetime. Furthermore, because you generally establ...

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12/6/2022

Retirement Guide for Self-Employed Clients

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...

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12/1/2022

Why Charitable Giving Benefits All - Including You and Your Family

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 ...

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11/29/2022

What to Give Clients Who Have Everything: Client Gift Guide

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...

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11/22/2022

Falling for Fintech: Financial Planning Software

According to The Kitces Research on Independent Adviser Tech, in 2021, 83% of financial advisors used some type of financial planning software. If ...

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11/17/2022

Charitable Remainder Trust

Capital gains got you down? See our new Charitable Remainder Trust Video!

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11/15/2022

Finance Essentials: Market Volatility Lecture

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...

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11/7/2022

Bridging the Generational Gap: How to Talk to Your Clients’ Children and Grandchildren About Student Debt Cancellation

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...

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10/25/2022

A Handy Quick Summary of IRS Tax Inflation Adjustments and Retirement Plan Increases for 2023

The IRS recently published its Inflation adjustments. I am writing this piece, so you have this information at your fingertips for when questions a...

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10/22/2022

Dunham Quarter in 2s 3Q 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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