Blog

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

Financial Advisors 4/12/2022

The Fundamentals of Email Marketing for Financial Advisors

As a financial advisor, you likely have a list of prospects that you are hoping to convert into clients. This is where email marketing may prove to...

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Financial Advisors 3/29/2022

Anatomy of a Depression vs. a Recession

During the Financial Crisis of 2008, the running joke in the media was that the difference between a recession and a depression is that when your c...

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Financial Advisors 3/22/2022

The Stock Market Crash of 1987

Imagine finding out that today, the S&P 500 lost -20.47%. How would you react? Would you hold firm with your investment, or would you employ what w...

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Financial Advisors 3/8/2022

Why You Should Incorporate More Video Marketing in 2022

Video content is not just nice to have anymore - it's now the way audiences expect to engage with you. If you haven't yet incorporated video into y...

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Financial Advisors 2/22/2022

A Valuable Resource During a Bear Market | Dunham’s Market Cycle Chart

One reason you may want to maintain hope during a bear market lies in the understanding that in our view, the stock market generally rises and fall...

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Video 2/15/2022

Turning to Dollar Cost Averaging During a Market Decline

Today we’ll be looking at how investors can take the emotion out of investing by Understanding Dollar Cost Averaging.

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Financial Advisors 2/8/2022

Looking Back at the COVID Crash of 2020

When the clock struck midnight on January 1, 2020, few people could have predicted emotional and tumultuous effect COVID-19 would have on their lives.

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Financial Advisors 2/1/2022

Using Emotions as Your Investment Guide Could Cost You

This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio decli...

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Financial Advisors 1/25/2022

Helping Clients through Market Downturns Without Panic Selling

With negative numbers lining indexes, whispers of “bear market” are growing louder and louder.

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Financial Advisors 1/4/2022

The Dunham Tax Season Playbook

As a financial advisor who also has a tax practice, it would not be surprising if your clients asked what they are receiving for the fee they are p...

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Financial Advisors 12/21/2021

A Holly, Jolly Look Back at 2021

Happy Holidays from the Dunham team! Let's take a Holly, Jolly look back at 2021 as we prepare for the year to come.

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