Blog

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

Dunham 11/26/2019

Thanksgiving Special - 10 Fun Facts About Golf

In the spirit of Thanksgiving, we are sending a fun update to our financial advisors. Here are 10 fun facts about golf. Have a happy Thanksgiving, ...

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Dunham 11/19/2019

The Blockchain - An Important, Astonishing New Development

Some of the financial advisors reading this post have probably received a question from curious clients asking about Bitcoin and the blockchain. Th...

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Featured 11/5/2019

How Financial Advisors Are Freeing Up Time With TAMPs

Turn-key asset allocation programs have been available for decades, but technological advancements and industry changes have increased the populari...

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Current Events 10/29/2019

Dunham's Third-Quarter 2019 Economic Recap

The third-quarter 2019 Quicklook reviews the economic events from the prior quarter, as well as their effects on the market. This video reviews eco...

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Current Events 6/4/2019

The SECURE Act of 2019 and Now RESA

Without looking, can you tell me what the SECURE in The SECURE Act of 2019 stands for? If passed as proposed, IRAs and 401(K)s will see major changes.

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Marketing 5/28/2019

Are You Ready to Market Yourself?

Whether to existing or potential clients, it’s important that you understand what is necessary to market yourself and to put your best foot forward.

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Stock Market 5/23/2019

The Challenge of Negative Compounding

When considering what to avoid as the market faces volatility, understanding compounding and correlation are a tool to help investors make the most...

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