Blog

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

1/24/2023

Falling for Fintech: Website Builder

It is vital to give a solid impression with a website. You may need help with starting or refining your site. There is an eligible fintech that mee...

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1/17/2023

Helping Charities Raise More Money

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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1/10/2023

Rolling Over a 529 Plan to a Roth IRA

Things don’t always go as planned. As I grow older, this statement has become more and more apparent to me. When it comes to your children planning...

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1/9/2023

The Dunham Quarter in 2s

Dunham is pleased to offer you the Dunham | Quarter in 2s! Every quarter we will give you our opinions on domestic markets, international markets, ...

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1/3/2023

Planning a Financial Seminar Guide

One great way to communicate in person with many clients is by hosting a financial seminar. While this task is easily described, hosting and planni...

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12/29/2022

Comparing the Use of a Charitable Remainder Trust, Donor Advised Fund, and a Private Family Foundation

In this final article of the series, we will compare these three methods of giving to provide guidance as to which might be suitable for you and yo...

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12/27/2022

SECURE 2.0 Act: Reshaping Retirement Plans

New and improved retirement policies through the SECURE 2.0 Act passed the House of Representatives this past Friday, December 23, and the bill now...

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12/20/2022

The Use of a Charitable Remainder Trust

This article will explore what is known as a Charitable Remainder Trust. This trust can go by several names and formats, like a Charitable Remainde...

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12/20/2022

Time is Money: 7 ways to use your 'gap time' more productively

What are these little bits of time? You are called in from the field into the office because your manager wants to meet for your periodic performan...

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12/15/2022

What is a Donor Advised Fund

Through the years, Donor-Advised Funds have become increasingly common in the philanthropic community for the good they can do today and the good t...

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12/13/2022

Take the Roth IRA Quiz!

In the world of IRAs and qualified plans, nothing seems to create more debate and google searches than the Roth IRA. On the surface, it seems simpl...

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