Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Free Time & Leisure 4/11/2019
While it's easy to become accustomed to a certain age group or demographic in your practice, knowing what to look for when taking on clients out of... READ MORE
Sales Development 4/10/2019
Bryce Sanders gives techniques for getting your story out to others, as well as the ways your friends may only know a small fraction of what you do. READ MORE
About Us 4/9/2019
The challenge with the lowest fee model is that it does not matter what fee you charge, someone is likely to come along and find a way of charging ... READ MORE
Government 4/4/2019
What is the yield curve and how can it be an economic indicator? There are several inferences investors may make about the equity market with this ... READ MORE
Self Improvement 4/3/2019
Development of networks leads to sustainable business that adds value above other types of business. How can social capital help your business prac... READ MORE
Financial Advising 4/2/2019
Bryce Sanders discusses common perceptions clients may hold about their financial advisors and the potential problems that arise alongside them. READ MORE
Market Opinion 3/28/2019
A bear market is a market down 20% or more. If you're in a bear market or a market that has taken a steep loss, you may wonder what you should do. READ MORE
Sales Development 3/27/2019
You may know more people than you think, often in obvious yet unexpected ways, and those day-to-day connections can be just what you need to jump s... READ MORE
About Us 3/26/2019
Leveraging Dunham’s reach and total assets, your clients can invest with institutional sub-advisers like Allianz, Rothschild, and Arrowstreet for a... READ MORE
Trust 3/20/2019
If you or your client has loved ones with physical, mental, or behavioral disabilities, a Special Needs Trust may not only be a good fit, but an es... READ MORE
Financial Advising 3/19/2019
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
Market Opinion 3/14/2019
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
Self Improvement 3/12/2019
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
Sales Development 3/12/2019
Showing your unique value to a client doesn't necessarily mean you have to spend your hard-earned money. READ MORE
Financial Advising 3/7/2019
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