Blog

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

Financial Advisors 5/27/2020

How an Advisor’s Time Translates Into Value

Most people do not understand the value that comes from time spent working on a project. The majority of the time the only thing they see is the en...

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Financial Advisors 5/19/2020

De-escalating a Hostile Situation, with Jeffrey Dunham

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t...

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Financial Advisors 5/13/2020

15 Tips To Help You Survive Your First Year As A Financial Advisor

Dave Fadenziero is a financial advisor based out of Mountainside, New Jersey. He celebrated his one year business anniversary on February 21. Faden...

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Financial Advisors 5/6/2020

Are Advisors Following, "The Scout Law"?

In Bryce Sanders' article, "Are advisors being good (boy) scouts right now?", he outlines how these twelve guiding principles can be used as a chec...

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Financial Advisors 4/28/2020

An Advisor's Curse

I once heard a detective say there is a detectives’ curse. The curse is that the solution to the crime was right under the detective’s nose, but sh...

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Financial Advisors 4/22/2020

Dollar Cost Averaging Investment Strategy - Should I Invest Now or Wait?

In our current market environment, investors sitting in cash may be torn by wanting to wait and see if the market will go down, or invest now as th...

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Market Opinion 4/15/2020

The 1987 Bears Vs The 2020 Bears.

I worked directly across the street of the New York Stock Exchange on October 19, 1987.

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