Blog

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

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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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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