Blog

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

7/5/2022

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...

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6/28/2022

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...

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6/21/2022

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...

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6/14/2022

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...

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6/7/2022

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.

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5/31/2022

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...

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5/24/2022

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...

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5/17/2022

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...

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5/10/2022

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...

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5/3/2022

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. ...

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4/26/2022

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...

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