Blog

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

Financial Advisors 3/30/2021

Look Back on Your Accomplishments

The job of a financial advisor can be likened to climbing a ladder. We look upwards and are sometimes dismayed by how far away our goals seem to be.

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Trust 3/25/2021

How Leaving an IRA to Your Spouse Could Disinherit Your Kids

Leaving your IRA to your spouse may be a problem if they remarry. Assigning your spouse as the beneficiary may lead to unintentionally disinheritin...

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Client Retention 3/23/2021

Why Isn't Everyone Rich?

Many people think investing is easy. In this article, Bryce Sanders discusses seven reasons why everyone isn't rich, and how individual investors m...

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Trust 3/18/2021

IRA Planning to Capture Large IRA Assets

An Individual Retirement Account (IRA) may be one of your client’s largest assets. When leaving an IRA to a beneficiary, your client will likely tu...

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Financial Advisors 3/16/2021

Designing Your Website for Prospect Leads

As a financial advisor, you likely have a website. That’s great. But, what does it do? And how are visitors using your site? In this post, we’ll gu...

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About Us 3/12/2021

Dunham Receives Refinitiv Lipper Fund Award for Best Real Estate Fund Over the 3 Year Period

We are excited to announce that Dunham’s Real Estate Stock Fund has won the 2021 Lipper Fund Award for Best Real Estate Fund over the 3 year period.

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Financial Advisors 3/2/2021

5 Lessons Rookies Learn and Veterans Forget

Years ago, I heard some excellent trainers remarking on coaching experienced advisors. “List your top 20 clients and how you got them.”

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