Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 2/1/2022
This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio decli...
READ MOREFinancial Advisors 1/25/2022
With negative numbers lining indexes, whispers of “bear market” are growing louder and louder.
READ MOREVideo 1/20/2022
In Greek Mythology, Homer wrote about two sea monsters, Scylla and Charybdis, who lived on opposite sides of the Strait of Messina. They posed an i...
READ MORETrust 1/18/2022
A charitable remainder trust is a powerful solution for eliminating capital gains taxes at the point of sale and converting appreciated assets, lik...
READ MOREVideo 1/13/2022
If a special needs beneficiary receives needs-based government benefits, like Supplemental Security Income, Medicaid, or housing assistance, attain...
READ MOREVideo 1/11/2022
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.
READ MOREVideo 1/6/2022
Many parents will name their children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and ...
READ MOREFinancial Advisors 1/4/2022
As a financial advisor who also has a tax practice, it would not be surprising if your clients asked what they are receiving for the fee they are p...
READ MOREVideo 12/30/2021
In 2020, most provisions of the SECURE Act went into effect, including a provision that requires a mandatory payment of all taxes on an inherited I...
READ MOREVideo 12/23/2021
IRA owners often name their spouse as the beneficiary of their IRA. This video explains why doing so may cause problems if the spouse decides to re...
READ MOREFinancial Advisors 12/21/2021
Happy Holidays from the Dunham team! Let's take a Holly, Jolly look back at 2021 as we prepare for the year to come.
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