Blog

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

Trust 5/14/2019

Is Winter Coming for Some of Your Best Clients?

Have you spoken to your large clients about their strategies before sunset provisions or new legislation force them to change?

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Client Services 5/2/2019

Creating Service Value for Each Generation

Providing your services to each generation of client can be difficult without an idea of what their potential opportunities and threats to financia...

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Dunham 3/26/2019

The $519 Million Advantage of Dunham's Institutional Sub-Advisers

Leveraging Dunham’s reach and total assets, your clients can invest with institutional sub-advisers like Allianz, Rothschild, and Arrowstreet for a...

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Video 3/14/2019

Video: What is Dollar Cost Averaging?

If you're seeking an investment method to potentially take advantage of a bear market, Dollar Cost Averaging is one strategy that you can employ.

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Dunham 3/5/2019

What is The Dunham Mutual Fund Difference?

Large companies can leave financial advisers looking for a more personal touch. Dunham works diligently to provide key differences in service that ...

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Trust 2/22/2019

Nevada Asset Protection Trust

Anyone concerned about protecting assets from creditors, while still enjoying the benefit of those assets can benefit from a Nevada Asset Protectio...

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Dunham 2/21/2019

Welcome to the Dunham Blog

Thank you for visiting the Dunham Investment & Associates Blog. This site will provide posts on a variety of financial topics, like sales tips, mar...

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