Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Behavioral Finance 10/10/2023

Why Humans Hate Losing: The Impact of Prospect Theory in Finance

Understanding cognitive biases in finance is crucial. It's important to try and make rational decisions despite our complex human nature. Prospect ...

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10/4/2023

Dunham Quarterly Snapshot Q3 2023

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol...

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Soft Landing 10/3/2023

“Don't Be The Turkey”: Questioning The Soft-Landing Narrative

The U.S. economy's unexpected resilience raises concerns about complacency and "recency bias". As the media touts a 'soft landing,' history shows e...

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Inverse Yield Curve 9/26/2023

Navigating an Inverse Yield Environment: Financial Advisor Investment Strategies for Preserving Capital

When you invest in short-term debt instruments you receive a lower interest rate and when you invest in longer-term debt instruments with longer ma...

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dunham donor advised fund 9/19/2023

The Dunham Donor Advised Fund: A Strategic Approach to Addressing Client Taxes and Enhancing Client Relationships

Donor Advised Funds (DAFs) have emerged as a powerful tool that financial advisors can utilize to effectively address client taxes, while also attr...

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Dunham Onboarding Experience 9/12/2023

The Dunham Onboarding Experience

As a financial advisor and entrepreneur, you understand that a smooth onboarding process is not just a checklist—it is an impactful experience. Tha...

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Roth Conversion 9/5/2023

That Magic Moment - Can a Roth Conversion be "tax-free"?

If you are considering a Roth IRA conversion for its many benefits, remember to set up a Donor-Advised Fund before the end of 2023. This will not o...

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digital marketing 8/29/2023

Leveraging Digital Marketing: A Game-Changer for Financial Advisors

In today's digital age, financial advisors have numerous opportunities to enhance their practice and attract their ideal clients through digital ma...

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Divorce 8/22/2023

Protecting Inheritance From a Child's Divorce: How Inheritance Trusts Can Provide Asset Protection in the Event of a Child's Divorce

Many financial advisors overlook or inadequately address protecting their client’s child’s inheritance from divorce. Inheritance Trusts should be a...

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FDIC Insurance 8/15/2023

Recent Heartland Tri-State Bank Failure and Moody's Downgrades 10 Banks - The Importance of $50 Million FDIC Insurance in Advisory Accounts

The financial services industry has seen many innovations, but few can revolutionize how financial advisors operate, secure client assets, and deli...

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Rodeo 8/8/2023

Funky Ways Financial Advisors Can Stay Fired Up!

Welcome to the Rodeo of the Financial Services Industry. The financial year's ticking clock can feel like an eight-second ride. Besides, advisors m...

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