Blog

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

11/29/2022

What to Give Clients Who Have Everything: Client Gift Guide

With Thanksgiving suddenly behind us, it's time to start looking forward to what many consider 'the most wonderful time of the year. As the holiday...

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11/22/2022

Falling for Fintech: Financial Planning Software

According to The Kitces Research on Independent Adviser Tech, in 2021, 83% of financial advisors used some type of financial planning software. If ...

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11/17/2022

Charitable Remainder Trust

Capital gains got you down? See our new Charitable Remainder Trust Video!

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11/15/2022

Finance Essentials: Market Volatility Lecture

While this may not be a completely new concept to your clients, it may be worth clarifying. Trying to break down the complexity of market volatilit...

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11/7/2022

Bridging the Generational Gap: How to Talk to Your Clients’ Children and Grandchildren About Student Debt Cancellation

As you may have read, there is new hope for us student loan carriers: the possibility of student debt cancellation. Although a federal appeals cour...

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10/25/2022

A Handy Quick Summary of IRS Tax Inflation Adjustments and Retirement Plan Increases for 2023

The IRS recently published its Inflation adjustments. I am writing this piece, so you have this information at your fingertips for when questions a...

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10/22/2022

Dunham Quarter in 2s 3Q 2022

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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10/17/2022

Should You Survey Your Clients

When you are a financial advisor, you are often the closest you can get to owning your own business. The downside is unhappy clients do not put you...

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10/11/2022

IRS Forgives You and Your Client for not Taking Certain RMDs

On late Friday, October 7, 2022, the IRS issued Notice 2022-53[1] In this Notice, the Internal Revenue Service said it would waive the 50% penalty ...

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10/4/2022

Who are the Influencers in Your Community

People think of influencers as those who are often asked for advice on a 1:1 basis. Let’s stick with the individuals often asked for face-to-face a...

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9/27/2022

Falling for Fintech: Email Marketing Software

In today’s 2nd installment of “Falling for Fintech,” I will explore what Email Marketing Software is and how it may be worth swiping right on.

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