Blog

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

Market Opinion 3/28/2019

What Can You Do in a Bear Market?

A bear market is a market down 20% or more. If you're in a bear market or a market that has taken a steep loss, you may wonder what you should do.

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Sales Development 3/27/2019

What to Do When You Run Out of Prospects

You may know more people than you think, often in obvious yet unexpected ways, and those day-to-day connections can be just what you need to jump s...

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About Us 3/26/2019

The $519 Million Advantage of Dunham's Institutional Sub-Advisers

Leveraging Dunham’s reach and total assets, your clients can invest with institutional sub-advisers like Allianz, Rothschild, and Arrowstreet for a...

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Trust 3/20/2019

Avoid Issues for Special Needs Beneficiaries with Special Needs Trusts

If you or your client has loved ones with physical, mental, or behavioral disabilities, a Special Needs Trust may not only be a good fit, but an es...

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Financial Advising 3/19/2019

Why the Risk Number is a Critical Tool for Every Investor

Fear of suffering Bear Market losses may have investors locking-in their loss, creating a gap in their net worth that could be missing for a long t...

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Market Opinion 3/14/2019

Video: What is Dollar Cost Averaging?

If you're seeking an investment method to potentially take advantage of a bear market, Dollar Cost Averaging is one strategy that you can employ.

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Self Improvement 3/12/2019

3 Public Speaking Tips for Connecting with Listeners

Public speaking is an essential part of the client-interfacing process, especially when serious networking or sales are involved. Here are a few ti...

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