Blog

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

Financial Advisors 10/14/2021

The Power of Philanthropy for Families: Teaching Your Children and Grandchildren

Establishing a multigenerational giving plan effectively passes along shared beliefs and values to your family. This leaves a positive impact for y...

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Video 10/12/2021

Video: Dunham | Quarter in 2s

Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes.

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Financial Advisors 10/7/2021

Use "Super Bunching" When Converting to a Roth IRA

The idea of charitable bunching may allow you to increase your tax savings by contributing multiple years of charitable deduction in one year.

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Client Retention 10/5/2021

Five Ways to Network with Clients this Fall Season

Fall has arrived, but just because you are hard at work doesn’t mean you can’t make the most of the season!

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Financial Advisors 9/30/2021

Bunching: A Smart Way to Maximize Your Family's Charitable Deductions

The concept of charitable bunching may allow you to increase your tax savings by contributing multiple years of charitable deductions in one year.

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Sales Development 9/28/2021

What is Upskilling and How can it be Used in Financial Services?

It is becoming more and more common for employers to implement strategies for enhancing the skills of their employees in order to keep up with chan...

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About Us 9/23/2021

Help Your Clients Leave a Positive Impact for Their Families to Follow with a Dunham Donor-Advised Fund

This fund provides your philanthropically-minded clients with a single platform to focus their charitable giving.

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Financial Advisors 9/21/2021

Why Estate Attorneys Will Not Call You Back When You Need Them The Most

If any version of the proposed estate tax changes becomes law, your wealthy clients will look to you for help. However, waiting too long will leave...

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Financial Advisors 9/14/2021

Financial Advice for Young Adults: Having the “Money Talk”

I read an article which found that 82% of parents feared talking about finances with their children. This is where a financial advisor comes in.

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Sales Development 9/7/2021

Simple Follow-Up Strategies for Converting Prospects into Clients

We’ll go over seven follow-up strategies for further engaging prospects and hopefully converting them into clients.

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Financial Advisors 9/2/2021

Locating Old Money Wealth: Identifying the Invisible Rich

Today we are looking at how to locate old money wealth – individuals who are typically known for their philanthropic activities.

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