Blog

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

4/4/2023

Holistic Financial Planning and How Dunham Can Help

The term ‘holistic financial planning’ is probably familiar to you. Many headlines in advisor magazines and websites proudly display the descriptio... READ MORE

The Money Talk 4/1/2023

Happy April Fools' Day

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea... READ MORE

3/28/2023

Mastering Wealth Management Series Unlocking Key Strategies

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, plea... READ MORE

3/21/2023

Simple Ergonomics for the Busy Financial Advisor

Ergonomics is defined as the scientific study of people at work. Here are four ways you can improve ergonomics at the office by spending $0- $10 on... READ MORE

3/14/2023

Clients May be Concerned after the Silicon Valley Bank Failure

Dunham - A Leader in Innovative Programs for Your Clients, offers up to $50 Million in FDIC Insurance Through its Insured Deposit Marketplace (IDM)... READ MORE

3/7/2023

Dunham Insured Deposit Marketplace

If your clients’ risk tolerance is decreasing while talk of a recession is increasing, some of your clients may ask you to find options with potent... READ MORE

2/28/2023

Advertising Ideas for Financial Advisors

Advertising is a difficult task for any business. It requires a clear strategy and a careful understanding of your target market. As a financial ad... READ MORE

2/21/2023

Virtual Meeting Mistakes Financial Advisors Should Avoid

A client meeting used to be held at the office or at a restaurant; now, many meetings are virtual. According to Zippia, 50% of employees have at le... READ MORE

2/14/2023

Seven Strategies for Gaining Client Referrals

Finding solid strategies to encourage client referrals could set your practice apart from the rest and may help you bring in new AUM. Create busine... READ MORE

2/7/2023

Ways to Make Your Clients Feel Loved This Valentine’s Day

Your clients are the people in your life that you make a business of caring for, so why not use this holiday to show your clients some love as well? READ MORE

1/31/2023

Finance Essentials: Bond Basics

The Finance Essentials Series seeks to explore, clarify, and explain concepts you may see as common knowledge, but your clients view as technical j... READ MORE

1/26/2023

Behind the Scenes of Your Dunham Portfolio

Dunham is pleased to offer you "Behind the Scenes of Your Dunham Portfolio"! Join us as we explore the thinking and analysis that went into the Dun... READ MORE

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... READ MORE

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... READ MORE

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... READ MORE

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, ... READ MORE

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... READ MORE

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... READ MORE

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... READ MORE

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... READ MORE