Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Financial Advisors 7/7/2020

Finally, A Sigh of Relief For Early RMD Recipients

The CARES Act provided a waiver of required minimum distributions (RMDs) for 2020. It applied to IRAs, 401(k) plans, 403(b) plans, and governmental... READ MORE

Client Acquisition 6/30/2020

How I Made LinkedIn Worth the Effort

Everyone is searching for the “silver bullet” in prospecting. My goal has been to raise my visibility on LinkedIn. READ MORE

Sales Development 6/22/2020

Your Network Is Probably Bigger Than You Think

The COVID-19 pandemic has us all working from home. This can get pretty old, pretty quickly. You’ve called clients. Done virtual cocktails with fri... READ MORE

Client Retention 6/17/2020

How to Handhold Nervous Clients

What happens when the market has a big down day? Well, it had to happen eventually. READ MORE

Market Opinion 6/10/2020

When Small is Big: Next Investment Opportunity?

Typically, when climbing out of an economic crisis, equity markets will rise in anticipation of a stronger economy and small cap stocks will tend t... READ MORE

Sales Development 6/3/2020

Winning the Trust of Ultra-High Net Worth Clients

This post was authored by Jeffrey Dunham, Dunham's Chairman/CEO. If you have questions concerning today's topic, please call us at (858) 964 - 050... READ MORE

Financial Advisors 5/27/2020

How an Advisor’s Time Translates Into Value

Most people do not understand the value that comes from time spent working on a project. The majority of the time the only thing they see is the en... READ MORE

Financial Advisors 5/19/2020

De-escalating a Hostile Situation, with Jeffrey Dunham

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 5/13/2020

Help for Financial Advisors: 15 Tips to Help You Survive Your First Year

Dave Fadenziero is a financial advisor based out of Mountainside, New Jersey. He celebrated his one year business anniversary on February 21. Faden... READ MORE

Financial Advisors 5/6/2020

Are Advisors Following, "The Scout Law"?

In Bryce Sanders' article, "Are advisors being good (boy) scouts right now?", he outlines how these twelve guiding principles can be used as a chec... READ MORE

Financial Advisors 4/28/2020

How to Get More Clients as a Financial Advisor

I once heard a detective say there is a detectives’ curse. The curse is that the solution to the crime was right under the detective’s nose, but sh... READ MORE

Financial Advisors 4/22/2020

Dollar Cost Averaging Investment Strategy - Should I Invest Now or Wait?

In our current market environment, investors sitting in cash may be torn by wanting to wait and see if the market will go down, or invest now as th... READ MORE

Market Opinion 4/15/2020

The 1987 Bears Vs The 2020 Bears

I worked directly across the street of the New York Stock Exchange on October 19, 1987. READ MORE

Financial Advisors 4/13/2020

New Relief for Retirees Taking Unwanted RMDs in 2020 – But for Everyone

On Thursday, April 9, 2020 IRS issued Notice 2020-23, which extended additional key tax deadlines for individuals and businesses. READ MORE

Video 4/7/2020

Video: Dunham | Quarter in 2s

Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes. READ MORE

Financial Advisors 3/31/2020

Had We Not Done This, It Would Have Been a Big Mistake - News Your Clients Must Know Right Now.

The Government just moments ago unveiled a major program that will help to pay the $2 trillion emergency spending bill – but not all your clients w... READ MORE

Financial Advisors 3/30/2020

Quick Reference Of Relevant Provisions Of CARES Act

The CARE Act, signed by President Trump on Friday, March 27, aims to provide emergency assistance for individuals, families, and businesses affecte... READ MORE

Market Opinion 3/25/2020

When Fixed Income Broke?

A balanced portfolio comprised of stocks and fixed income (bonds) has been historically designed to diversify the risk of stocks. READ MORE

Market Opinion 3/24/2020

Can The Fed, Congress, and The President Rescue Our Economy From Recession?

To put $1 trillion in perspective, moving backwards in time, 1 billion seconds would take us to about 1989. 1 trillion seconds would take us to aro... READ MORE

Free Time & Leisure 3/19/2020

Social Distancing Activities - Live Updates

Countless places around the world have closed in order to reduce the spread of COVID-19. But social distancing does not have to be all that bad, do... READ MORE