Blog

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

Marketing 1/9/2020

How Can You Make Your 2020 Resolutions Come To Fruition?

In this Dunham blog post, Coach Jim Johnson writes about how to make New Year's resolutions happen. They are functions of discipline and habit.

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Marketing 1/2/2020

Secure Act Provisions Summary with Some Planning Tips

Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping...

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Free Time & Leisure 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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Sales Development 7/9/2019

Sales: Expectations vs. Reality

With a well-maintained CRM, sustained marketing efforts for great programs, and a willingness to see all prospects as potential clients your market...

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