Blog

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

Financial Advisors 1/26/2021

10 Ways to Get Clients to Change Their Habits

Whether you're helping a client plan their financial future or file their taxes, bad habits can throw a monkey wrench into the process. Financial g...

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Trust 1/21/2021

Critical IRA News: It is Back, But Will It Still Be Missing?

In 2019 the U.S. Senate had the Retirement Enhancement and Savings Act 2019 (RESA) on the heels of the Setting Every Community Up for Retirement En...

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Financial Advisors 1/19/2021

16 Financial Planning Questions to Answer in 2021

Many clients don’t see the need for financial planning. They earn more than they spend. What could possibly go wrong?

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Video 1/12/2021

Video: Dunham | Quarter in 2s

Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.

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Client Retention 1/5/2021

When Your Client Doesn’t Want to Be Your Client Any Longer

It happens. People give up. We’ve heard you shouldn’t change horses in midstream. The same goes for acting in haste. A client tells you they ar...

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Financial Advisors 12/31/2020

2020 Year in Review

Sal Capizzi identifies the critical element of 2020 for most of you and especially for your clients.

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Financial Advisors 12/24/2020

How the Virus Almost Stole Christmas (and the DOW Saved the Day!)

Every stock down in Dow ville, liked Christmas a lot; But the Covid virus, of Twenty Twenty did not. The virus hated the Dow, and all stocks toget...

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