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

Bear Market 3/19/2019

Why the Risk Number is a Critical Tool for Every Investor

Fear of suffering Bear Market losses may have investors locking-in their loss, creating a gap in their net worth that could be missing for a long t... READ MORE

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. READ MORE

Skills 3/12/2019

3 Public Speaking Tips for Connecting with Listeners

Public speaking is an essential part of the client-interfacing process, especially when serious networking or sales are involved. Here are a few ti... READ MORE

Featured 3/12/2019

4 Easy Ways to Show the Value You Bring to Clients

Showing your unique value to a client doesn't necessarily mean you have to spend your hard-earned money. READ MORE

Documents 3/7/2019

What's Your Risk Number?

Choosing investments can be an intimidating prospect. After all, how can you discern which funds are the best fit for you and your short and long-t... READ MORE

Featured 3/6/2019

The Fed’s Balance Sheet Unwind - What Is It and What Does It Mean?

In his Tuesday, February 26, 2019 semiannual testimony on the state of monetary policy, Federal Reserve Chairman Jerome Powell told a Senate commit... READ MORE

Dunham 3/5/2019

What is The Dunham Mutual Fund Difference?

Large companies can leave financial advisers looking for a more personal touch. Dunham works diligently to provide key differences in service that ... READ MORE

Video 2/28/2019

Video: Remaining Hopeful in a Bear Market

While no two markets are the same and past performance is never an indication of future results, historical evidence, as well as academic research,... READ MORE

Documents 2/26/2019

Pop Quiz! Where Are Your Important Documents?

In the event that you are not able to get to needed documents, say in a medical emergency, would someone know where to find your important document... READ MORE

Skills 2/24/2019

3 Techniques for Building Trust with Clients

No matter what side of the service provider/client relationship you're on, cultivating trust in the workplace is an essential part of keeping workf... READ MORE

Featured 2/23/2019

10 Unexpected Reasons Volatility Drives Clients Nuts

Our content this week is courtesy of Bryce Sanders over on ThinkAdvisor. His piece, 10 Unexpected Reasons Volatility Drives Clients Nuts, gives som... READ MORE

Trust 2/22/2019

Nevada Asset Protection Trust

Anyone concerned about protecting assets from creditors, while still enjoying the benefit of those assets can benefit from a Nevada Asset Protectio... READ MORE

Dunham 2/21/2019

Welcome to the Dunham Blog

Thank you for visiting the Dunham Investment & Associates Blog. This site will provide posts on a variety of financial topics, like sales tips, mar... READ MORE