Blog

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

Financial Advisors 10/28/2021

Establishing a Dunham Donor-Advised Fund When Selling a Business

When the sale of a business yields substantial gains, it will trigger a tax bill that, at times, can be substantial.

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Free Time & Leisure 10/26/2021

Simple Ways to Stay Active While at the Office

Spending the day sitting at your desk, in meetings with clients, or in your car commuting can be an unavoidable part of being a financial advisor.

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Financial Advisors 10/21/2021

Combining Two Powerful Gifting Strategies: The Charitable Remainder Trust and the Dunham Donor-Advised Fund

Reaching philanthropic goals is different for every family and often is combined with specific financial goals they seek to achieve. Some focus on ...

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Trust 10/19/2021

Estate Planning Awareness Week: Don’t Let Your Clients Fall Victim to These Common Myths

This week is Estate Planning Awareness Week (October 18–24, 2021). This article is geared toward helping you gain understanding of the most common ...

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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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