Blog

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

7/4/2023

Things to Know Before Retirement: Medicare

As part of the three-part series on preparing for retirement, this piece will dive into the details of Medicare and how it works. READ MORE

6/27/2023

Things to Know Before Retirement: Social Security

Part One of a Three Part Series Part Two: Things to Know Before Retirement - Medicare Part Three: Things to Know Before Retirement - Retirement... READ MORE

6/20/2023

Travel Tips for Your Next International Trip

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

6/13/2023

Should You Diversify Your Portfolio?

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

6/8/2023

Unlocking Peace Amid Grief: How Locating Essential Documents Now Eases the Burden of Your Parents' Passing in the Future

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea... READ MORE

6/6/2023

Debt Ceiling Deal: Debt Limit Suspensions and Budget Cuts

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

6/1/2023

The Weighted Responsibility of a Child Named as the Successor Trustee Within Their Parent's Trust

A Guide for Moving from Successor Trustee to Trustee of a Trust This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Market... READ MORE

5/30/2023

The New Dunham U.S. Enhanced Market Fund

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

5/25/2023

Comparing a Will and a Revocable Living Trust

Part Four of a Four Part Series This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questio... READ MORE

5/23/2023

Financial Preparation Amid Continued Debt Ceiling Debate

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

5/18/2023

Using a Revocable Living Trust to Exercise More Control

Part Three of a Four Part Series This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questi... READ MORE

5/16/2023

How Might the Debt Ceiling Affect You and Your Portfolio?

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE

5/11/2023

The Inner Workings of a Will

Part Two of a Four Part Series This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have question... READ MORE

5/9/2023

From Budgets to Retirement: Essential Financial Planning Tips for Small Business Owners

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea... READ MORE

5/2/2023

How a Sole Practitioner Builds Name Recognition

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indust... READ MORE

4/27/2023

The Perils of Dying Without a Will or Trust

Part One of a Four Part Series This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have question... READ MORE

4/25/2023

From Idea to Reality: A Financial Adviser’s Guide to Helping Small Business Owners Create a Comprehensive Business Plan

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea... READ MORE

4/18/2023

Behind the Scenes of Your Dunham Portfolio

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 ... READ MORE

4/11/2023

Dunham Quarter in 2s

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol... READ MORE

4/11/2023

Is COVID-19 Changing Your Money Habits?

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H... READ MORE