Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

S&P 500 7/25/2023

Would You Expect These Results? The Surprising Performance of the S&P 500 Following the Federal Funds Rate's Peak

We wanted to explore the relationship between the performance of the S&P 500 index and the Federal Funds Rate by examining historical data over the...

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Notice 2023-54 7/18/2023

Tax Code Treasure Hunt: Notice 2023-54 Unmasks RMDs for IRA Owners and Beneficiaries

One of the notable aspects of IRS Notice 2023-54 is the extension of the return deadline for individuals who unnecessarily initiated RMDs this year...

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7/13/2023

Dunham Quarter in 2 Q2 2023

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold ...

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Retirement Accounts, Part 3 of 3 7/11/2023

Things to Know Before Retirement: Retirement Accounts

While Social Security provides a steady income stream during retirement, most of your financial independence lies within your retirement accounts. ...

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Harry Markowitz 7/6/2023

Remembering Harry Markowitz: The Gentle Genius of Finance

Harry Markowitz, a giant in the world of finance and a Nobel laureate, passed away on June 22, 2023, in San Diego. His contributions to financial t...

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7/4/2023

Things to Know Before Retirement: Medicare

As part of the three-part series on preparing for retirement, this piece will dive into the details of Medicare and how it works.

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6/27/2023

Things to Know Before Retirement: Social Security

Part One of a Three Part Series Part Two: Things to Know Before Retirement - Medicare Part Three: Things to Know Before Retirement - Retirement...

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6/20/2023

Travel Tips for Your Next International Trip

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H...

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6/13/2023

Should You Diversify Your Portfolio?

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H...

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6/8/2023

Unlocking Peace Amid Grief: How Locating Essential Documents Now Eases the Burden of Your Parents' Passing in the Future

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea...

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6/6/2023

Debt Ceiling Deal: Debt Limit Suspensions and Budget Cuts

This post was authored by Lauren Akabori, Content Writer. If you have questions concerning today's topic, please call us at (858) 964 - 0500. H...

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