Blog

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

Financial Advisors 1/23/2020

MUST READ: Did One Of Your Married Prospects or Clients Die in 2019?

As you know, as of January 1, 2020, non-spousal IRA beneficiaries lost their ability to stretch their required minimum distributions over their own... READ MORE

Financial Advisors 1/21/2020

Avoiding a Potential 401(K) Rollover Tax Trap in 2020

What if you could convert ordinary income for a portion of a 401(K) rollover to capital gains? Would that have a benefit? READ MORE

Self Improvement 1/16/2020

How Do You Instill Discipline to Your Team?

In this post, Coach Jim Johnson explains how to establish credibility and structure amongst team members. READ MORE

Prospecting 1/14/2020

How To Attract Million-Dollar Clients By Adding Comprehensive Legacy Planning To Your Practice

How much do you want to grow your practice? How fast do you want to grow it? It’s relatively easy to increase your average account size from $250k ... READ MORE

Market Opinion 1/10/2020

Video: Dunham | Quarter in 2s

Today's video was created by Francisco Quinonez, the Marketing Manager at Dunham. If you have questions concerning today's topic, please call us a... READ MORE

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. READ MORE

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... READ MORE

Sales Development 12/19/2019

Asking Someone on a Date Might Be a Disaster - Asking Them For Business Can Be Much Better

Dating is a tricky business. One could almost call it the original problem. The thing is, it can be made much better by keeping confidence, time, a... READ MORE

Trust 12/12/2019

Holiday Cheer: Gifts, Life Insurance, and Merry Clients

Here is something that may keep you in the holiday spirit and could make your top clients happier than Santa finding milk and cookies on your coffe... READ MORE

Self Improvement 12/5/2019

Personality Traits That Financial Advisors Should Cultivate

Here are five things which could help a financial advisor connect well with their clients in ways that matter. READ MORE

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, ... READ MORE

Sales Development 11/21/2019

5 Easy Places to Find Prospects

In this post, Bryce Sanders explains some of the easy places that an advisor can find prospects. They are simpler and more commonplace than one mig... READ MORE

Technology 11/19/2019

The Blockchain - An Important, Astonishing New Development

Some of the financial advisors reading this post have probably received a question from curious clients asking about Bitcoin and the blockchain. Th... READ MORE

Self Improvement 11/14/2019

How To Work The Fall Social Season

In this post, Bryce Sanders explores how to improve your social performance at parties this fall. Parties can be a wonderful way to meet clients an... READ MORE

Market Opinion 11/12/2019

The Unicorn Phenomenon - Coming To A Close?

With the struggling performance of tech stocks following recent initial public offerings (IPOs), is it really worth it to buy at IPO? READ MORE