Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 2/6/2020
Hypothetically, let us say that as a financial advisor on October 9, 2007, you had a client with $1 million to invest who would need use of that mo... READ MORE
Self Improvement 2/4/2020
Helen Keller was once reportedly asked, “Is there anything worse than being blind"? She replied, "Yes, a person with sight and no vision". READ MORE
Sales Development 1/30/2020
Even though the Tony Robbinses or the Zig Ziglars of the world promise to impart the secrets of selling to those willing to dish out hundreds or th... READ MORE
Market Opinion 1/28/2020
Typically, Republicans represent the free-market concept, while Democrats often represent regulation of the economy. READ MORE
Financial Advisors 1/23/2020
As you know, as of January 1, 2020, non-spousal IRA beneficiaries lost their ability to stretch their required minimum distributions over their own... READ MORE
Financial Advisors 1/21/2020
What if you could convert ordinary income for a portion of a 401(K) rollover to capital gains? Would that have a benefit? READ MORE
Self Improvement 1/16/2020
In this post, Coach Jim Johnson explains how to establish credibility and structure amongst team members. READ MORE
Client Acquisition 1/14/2020
How much do you want to grow your practice? How fast do you want to grow it? It’s relatively easy to increase your average account size from $250k ... READ MORE
Market Opinion 1/10/2020
Today's video was created by Francisco Quinonez, the Marketing Manager at Dunham. If you have questions concerning today's topic, please call us a... READ MORE
Self Improvement 1/9/2020
In this Dunham blog post, Coach Jim Johnson writes about how to make New Year's resolutions happen. They are functions of discipline and habit. READ MORE
Financial Advisors 1/2/2020
Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping... READ MORE
Sales Development 12/19/2019
Dating is a tricky business. One could almost call it the original problem. The thing is, it can be made much better by keeping confidence, time, a... READ MORE
Trust 12/12/2019
Here is something that may keep you in the holiday spirit and could make your top clients happier than Santa finding milk and cookies on your coffe... READ MORE
Self Improvement 12/5/2019
Here are five things which could help a financial advisor connect well with their clients in ways that matter. READ MORE
Free Time & Leisure 11/26/2019
In the spirit of Thanksgiving, we are sending a fun update to our financial advisors. Here are 10 fun facts about golf. Have a happy Thanksgiving, ... READ MORE
Client Acquisition 11/21/2019
In this post, Bryce Sanders explains some of the easy places that an advisor can find prospects. They are simpler and more commonplace than one mig... READ MORE
Technology 11/19/2019
Some of the financial advisors reading this post have probably received a question from curious clients asking about Bitcoin and the blockchain. Th... READ MORE
Client Acquisition 11/14/2019
In this post, Bryce Sanders explores how to improve your social performance at parties this fall. Parties can be a wonderful way to meet clients an... READ MORE
Market Opinion 11/12/2019
With the struggling performance of tech stocks following recent initial public offerings (IPOs), is it really worth it to buy at IPO? READ MORE
Self Improvement 11/7/2019
In this article, Coach Jim Johnson explains how having a personal mission statement can teach you to find value in yourself every day. READ MORE