Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Featured 8/22/2019
Advising or prospecting for wealthy clients need not be an ordeal. If you start with a fundamental understanding of where the wealthy spend their m...
READ MORETrust 8/19/2019
In 1999, Dunham Trust Company (DTC) was founded on the simple idea that cultivating highly personal service would make a positive difference in pro...
READ MOREFeatured 8/15/2019
It's essential that our clients and their loved ones are protected from scams and fraud that can drastically endanger their long-term financial wel...
READ MOREFeatured 8/13/2019
Would you believe me if I told you that back in 2009, as a junior in college, I had financial advisors in my branch office calling me asking for help?
READ MOREFeatured 8/8/2019
From fees paid to progress measured, Bryce Sanders writes about how to explain your advising in terms of weight training to clients who may be more...
READ MOREClient Services 8/6/2019
You've likely experienced this feeling before, where a service that has chugged along merrily and uninterrupted suddenly stops. There's a lot we ca...
READ MOREEstate Planning 8/1/2019
Sometimes, showing value to potential clients can be as simple and illustrating how you can build a strategy to long-term financial wellness and co...
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