Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
8/9/2022
A wise man said, “the best way not to be hit by a train is not to be on the tracks.” This wisdom may fall short as an analogy for the market. READ MORE
8/2/2022
To help establish yourself as a valuable resource for clients, Dunham has created the Finance Essentials Series. This Week's Topic: Stagflation READ MORE
7/26/2022
Is an inverted yield curve a reason to scrap equities from your portfolio? I can say most definitively that it depends. READ MORE
7/19/2022
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 us t... READ MORE
7/12/2022
When the stock market goes down, people look for additional investment ideas. Everyone wants to discover the next big thing or an old idea that has... READ MORE
7/5/2022
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... READ MORE
6/28/2022
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... READ MORE
6/21/2022
We’re exploring specialized financial advisor designations. For example, what does it mean to be a Certified Student Loan Professional, or a Charte... READ MORE
6/14/2022
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... READ MORE
6/7/2022
Today we’ll be looking at how investors can take the emotion out of investing by Understanding Dollar Cost Averaging. READ MORE
5/31/2022
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... READ MORE
5/24/2022
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... READ MORE
5/17/2022
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, please c... READ MORE
5/10/2022
Ideally, you would love to find a “perfect” defense for an investment portfolio. However, an investment that always beats inflation and does not lo... READ MORE
5/3/2022
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE
4/26/2022
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... READ MORE
4/19/2022
This blog post was originally posted on February 22, 2022 and is authored by the Dunham Marketing Team. If you have questions concerning today's t... READ MORE
Financial Advisors 4/12/2022
As a financial advisor, you likely have a list of prospects that you are hoping to convert into clients. This is where email marketing may prove to... READ MORE
4/5/2022
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 us t... READ MORE
Financial Advisors 3/29/2022
During the Financial Crisis of 2008, the running joke in the media was that the difference between a recession and a depression is that when your c... READ MORE