Blog

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

Financial Advisor 6/18/2024

Top 8 Analogies Every Financial Advisor Can Use to Connect with Clients

Financial topics can be daunting for clients. Financial advisors should use analogies to make concepts clearer and more relatable. Analogies like f...

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Financial Advisor 6/11/2024

Elevate Your Practice: Outsourcing Essentials for Independent Financial Advisors

Running a financial advisory practice involves more than investment advice. Outsourcing tasks like tax planning and content marketing can boost eff...

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Financial Advisor 6/4/2024

Lost in the Financial Frenzy? A Financial Advisor Can Help Cut Through the Noise

Financial advisors help bridge the gap between perception & reality. Confused clients with mismatched economic understanding & retirement goals nee...

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Financial Advisor 5/28/2024

Stressed About the Nest Egg? How Mental Health Can Derail Retirement Dreams

Recognizing the link between rising mental illness and poor financial outcomes is crucial. Financial stability supports mental well-being, but ment...

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Financial Advisor 5/21/2024

The Feminization of Wealth and the Role of DunhamDC

Women are set to inherit $30 trillion of Baby Boomer wealth by the decade's end. This "Feminization of Wealth" signifies a major demographic shift....

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Financial Advisor 5/14/2024

Financial Planning In An Era Of Longer Lifespans: What You Need To Know

As life expectancies rise, retirement planning faces challenges. Longer lifespans mean longer retirements, necessitating adjustments in financial p...

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Financial Advisor 5/7/2024

The Great Wealth Transfer: Here’s What You Need To Know

Discover the implications of the "Great Wealth Transfer" for generations to come. Explore its economic impacts and how financial advisors can guid...

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Financial Advisor 3/19/2024

Empowering Women's Financial Futures: Insights from MaryGrace Musuneggi

Through her insights and advocacy, MaryGrace continues to pave the way for women to seize control of their financial futures, demonstrating that re...

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Retirement 2/27/2024

What Is The ‘Retirement Spending Smile’ and Why Is It Important

In retirement planning, understanding realistic spending patterns is crucial. Contrary to the assumption of increasing spending, retirees often exp...

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Financial Advisor 1/23/2024

The Perfect Storm: Why This May Be The Most Important Time For A Financial Advisor

The Fujiwhara effect, a meteorological rarity, mirrors a financial convergence: Baby Boomers' mass retirement and escalating market volatility. Wit...

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