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


Some Investment Ideas Sound Better Than They Really Are

When the stock market goes down, people look for additional investment ideas. Everyone wants to discover the next big thing or an old idea that has... READ MORE


How to Accept a Compliment from a Client (or Anyone Else)

Have you ever said something without thinking? I have. A client was happy about the outcome of an investment I suggested. I said, “That’s why yo... READ MORE


Eight Useful Analogies When Trying to Explain the Stock Market

Like a cat, the stock market can often be inscrutable. You think you have it figured out, then it does something contrary to what you expected. A... READ MORE


Exploring Financial Advisor Designations in Specialized Fields

We’re exploring specialized financial advisor designations. For example, what does it mean to be a Certified Student Loan Professional, or a Charte... READ MORE


Perhaps the Best Sleep Comes From What is Keeping You Awake

This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio decli... READ MORE


Turning to Dollar Cost Averaging During a Market Decline

Today we’ll be looking at how investors can take the emotion out of investing by Understanding Dollar Cost Averaging. READ MORE


Lessons Learned from the Financial Crisis of 2007-2008

Famed investor Sir John Templeton once said that the four most dangerous words in investing were, “This time it’s different.” In this statement lie... READ MORE


Roth IRA Conversions on Sale?

As the market declines, now may be the time to consider Roth IRA conversions. With both the stock and bond markets falling and IRA accounts possib... READ MORE


Informed Investor Series Understanding a Bear Market

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


Low Correlation - A Defense Against the Bear

Ideally, you would love to find a “perfect” defense for an investment portfolio. However, an investment that always beats inflation and does not lo... READ MORE


How to Advise Your Free-Spending Clients

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


6 Questions to Stress Test a Client's Finances

One of the lessons learned from the Great Recession of 2008 was that the big banks should always be prepared for an emergency. How would they react... READ MORE


A Valuable Resource During a Bear Market | Dunham’s Market Cycle Chart

This blog post was originally posted on February 22, 2022 and is authored by the Dunham Marketing Team. If you have questions concerning today's t... READ MORE

Financial Advisors 4/12/2022

The Fundamentals of Email Marketing for Financial Advisors

As a financial advisor, you likely have a list of prospects that you are hoping to convert into clients. This is where email marketing may prove to... READ MORE


You Should Share an Agenda Before Every Meeting – Here’s Why

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

Financial Advisors 3/29/2022

Anatomy of a Depression vs. a Recession

During the Financial Crisis of 2008, the running joke in the media was that the difference between a recession and a depression is that when your c... READ MORE

Financial Advisors 3/22/2022

The Stock Market Crash of 1987

Imagine finding out that today, the S&P 500 lost -20.47%. How would you react? Would you hold firm with your investment, or would you employ what w... READ MORE

About Us 3/15/2022

Dunham Receives Refinitiv Lipper Fund Award for the Dunham International Stock Fund

We are excited to announce that Dunham’s International Stock Fund has won the 2022 Lipper Fund Award for Best International Multi-Cap Core Fund ove... READ MORE

Financial Advisors 3/8/2022

Why You Should Incorporate More Video Marketing in 2022

Video content is not just nice to have anymore - it's now the way audiences expect to engage with you. If you haven't yet incorporated video into y... READ MORE

About Us 3/1/2022

Announcing the Dunham Market Snapshot

We are excited to announce that the Dunham Weekly Market Commentary is receiving a brand-new look, now called the Dunham Market Snapshot! READ MORE