Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
12/15/2022
Through the years, Donor-Advised Funds have become increasingly common in the philanthropic community for the good they can do today and the good t... READ MORE
12/13/2022
In the world of IRAs and qualified plans, nothing seems to create more debate and google searches than the Roth IRA. On the surface, it seems simpl... READ MORE
12/8/2022
A Private Family Foundation is one way to help you establish your charitable giving during your lifetime. Furthermore, because you generally establ... READ MORE
12/6/2022
For your self-employed clients, the common question is, which retirement plan is right for me? Is it a Simplified Employee Pension (SEP IRA), Savin... READ MORE
12/1/2022
Many of us have dreamed of making the world a better place. We have visions of a world with equality, freedom, and healthcare available to all - a ... READ MORE
11/29/2022
With Thanksgiving suddenly behind us, it's time to start looking forward to what many consider 'the most wonderful time of the year. As the holiday... READ MORE
11/22/2022
According to The Kitces Research on Independent Adviser Tech, in 2021, 83% of financial advisors used some type of financial planning software. If ... READ MORE
11/17/2022
Capital gains got you down? See our new Charitable Remainder Trust Video! READ MORE
11/15/2022
While this may not be a completely new concept to your clients, it may be worth clarifying. Trying to break down the complexity of market volatilit... READ MORE
11/7/2022
As you may have read, there is new hope for us student loan carriers: the possibility of student debt cancellation. Although a federal appeals cour... READ MORE
10/25/2022
The IRS recently published its Inflation adjustments. I am writing this piece, so you have this information at your fingertips for when questions a... READ MORE
10/22/2022
This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us t... READ MORE
10/17/2022
When you are a financial advisor, you are often the closest you can get to owning your own business. The downside is unhappy clients do not put you... READ MORE
10/11/2022
On late Friday, October 7, 2022, the IRS issued Notice 2022-53[1] In this Notice, the Internal Revenue Service said it would waive the 50% penalty ... READ MORE
10/4/2022
People think of influencers as those who are often asked for advice on a 1:1 basis. Let’s stick with the individuals often asked for face-to-face a... READ MORE
9/27/2022
In today’s 2nd installment of “Falling for Fintech,” I will explore what Email Marketing Software is and how it may be worth swiping right on. READ MORE
9/20/2022
Your clients may have seemed to understand compound interest, but do they know how it works? While this may not be a completely new concept to your... READ MORE
9/13/2022
This morning’s inflation report sent the stock and bond markets into a tailspin. How will the Federal Reserve respond to this disappointing report? READ MORE
9/6/2022
How do you choose a CRM as a financial advisor? What are the considerations that need to be made and the features that should be sought after? READ MORE
8/30/2022
Many nonprofits hold galas, but several factors are creating headwinds. Seating capacity might be one. Inflation drives up costs which get reflecte... READ MORE