Blog

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

Free Time & Leisure 4/11/2019

A Look Across Generations

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

Do Your Friends Really Know What You Do?

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 Fee Fallacy: Why the Human Element Matters

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

The Yield Curve: What is it and How Does it Impact the Market?

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

How Social Capital Can Build Economic Capital

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

13 Misconceptions the Public Has About Advisors

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

What Can You Do in a Bear Market?

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

What to Do When You Run Out of Prospects

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

The $519 Million Advantage of Dunham's Institutional Sub-Advisers

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

Avoid Issues for Special Needs Beneficiaries with Special Needs Trusts

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

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

Market Opinion 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

Self Improvement 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

Sales Development 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

Financial Advising 3/7/2019

What is My Investment Risk Profile?

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