Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 1/23/2020
As you know, as of January 1, 2020, non-spousal IRA beneficiaries lost their ability to stretch their required minimum distributions over their own...
READ MOREFinancial Advisors 1/21/2020
What if you could convert ordinary income for a portion of a 401(K) rollover to capital gains? Would that have a benefit?
READ MORESelf Improvement 1/16/2020
In this post, Coach Jim Johnson explains how to establish credibility and structure amongst team members.
READ MOREProspecting 1/14/2020
How much do you want to grow your practice? How fast do you want to grow it? It’s relatively easy to increase your average account size from $250k ...
READ MOREMarket Opinion 1/10/2020
Today's video was created by Francisco Quinonez, the Marketing Manager at Dunham. If you have questions concerning today's topic, please call us a...
READ MOREMarketing 1/9/2020
In this Dunham blog post, Coach Jim Johnson writes about how to make New Year's resolutions happen. They are functions of discipline and habit.
READ MOREMarketing 1/2/2020
Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping...
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