Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Video 1/20/2022
In Greek Mythology, Homer wrote about two sea monsters, Scylla and Charybdis, who lived on opposite sides of the Strait of Messina. They posed an i...
READ MOREVideo 1/13/2022
If a special needs beneficiary receives needs-based government benefits, like Supplemental Security Income, Medicaid, or housing assistance, attain...
READ MOREVideo 1/11/2022
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.
READ MOREVideo 1/6/2022
Many parents will name their children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and ...
READ MOREVideo 12/30/2021
In 2020, most provisions of the SECURE Act went into effect, including a provision that requires a mandatory payment of all taxes on an inherited I...
READ MOREVideo 12/23/2021
IRA owners often name their spouse as the beneficiary of their IRA. This video explains why doing so may cause problems if the spouse decides to re...
READ MOREVideo 12/9/2021
An Individual Retirement Account (IRA) may contain a large portion of assets that you've saved with your children or other loved ones in mind. When...
READ MOREVideo 11/23/2021
If you have clients who want to become more intentional with their charitable giving, they may be interested in establishing a donor-advised fund.
READ MOREVideo 10/12/2021
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.
READ MOREVideo 7/6/2021
Dunham's opinions on domestic markets, international markets, and the bond market of Q2 2021.
READ MOREVideo 5/25/2021
It's no secret that letting emotions guide your investment strategy could be a costly decision. However, it can be hard not to let fear get the bes...
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