Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Financial Advisors 7/20/2021
If you haven’t yet established yourself as a trusted resource for young investors, you could be missing an opportunity to work with a key demograph...
READ MOREFinancial Advisors 7/13/2021
Beginning July 15, 2021, the IRS will begin distributing the 2021 Child Tax Credit payments. These advance payments occur as part of the $1.9 trill...
READ MOREVideo 7/6/2021
Dunham's opinions on domestic markets, international markets, and the bond market of Q2 2021.
READ MOREFinancial Advisors 6/29/2021
We’re exploring specialized financial advisor designations. For example, what does it mean to be a Certified Student Loan Professional, or a Charte...
READ MOREClient Acquisition 6/22/2021
You cultivate friends. You talk with prospects. Today they have more choices than ever. Why should they do business with you and your firm?
READ MOREFinancial Advisors 6/15/2021
The pandemic has delivered both crises and opportunities. If you run your own operation or are guiding a larger organization, you are wondering: Ho...
READ MOREFinancial Advisors 6/8/2021
In the name of diversification, you likely include a combination of growth and value stocks when building your client’s portfolios. The ratio, of c...
READ MOREFinancial Advisors 6/1/2021
Younger people often feel at a disadvantage in the financial services business. It’s a business where silver hair implies competence.
READ MOREVideo 5/26/2021
It's no secret that letting emotions guide your investment strategy could be a costly decision. However, it can be hard not to let fear get the bes...
READ MOREFinancial Advisors 5/18/2021
You just met a fantastic HNW individual at a networking event, and even better, got their contact information. You are already planning to follow u...
READ MOREFinancial Advisors 5/11/2021
Polite persistence means staying on the prospect’s radar screen without being annoying. This is a longer-term strategy, but it’s employed with many...
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