Blog | Dunham

Financial Advisors 6/8/2021

Examining the Recent Performance of Growth and Value Stocks

In the name of diversification, you likely include a combination of growth and value stocks when building your client’s portfolios. The ratio, of c...

Financial Advisors 6/1/2021

The Many Advantages of Being a Newer Advisor

Younger people often feel at a disadvantage in the financial services business. It’s a business where silver hair implies competence.

Video 5/26/2021

Video: Using Emotions as Your Investment Guide Could Cost You

It's no secret that letting emotions guide your investment strategy could be a costly decision. However, it can be hard not to let fear get the bes...

Financial Advisors 5/18/2021

How Can You Make the Most of Your “About Me” Page?

You just met a fantastic HNW individual at a networking event, and even better, got their contact information. You are already planning to follow u...

Financial Advisors 5/11/2021

10 Ways to Be Politely Persistent

Polite persistence means staying on the prospect’s radar screen without being annoying. This is a longer-term strategy, but it’s employed with many...

Financial Advisors 5/4/2021

Financial Advisor Designations: Which Acronym is Best for You?

It’s no secret that the financial world is filled with acronyms. However, it can feel like a secret when you have to decipher each and every meaning.

Trust 4/29/2021

IRA Planning for a Beneficiary Affected by Substance Abuse

Many parents will name children as beneficiaries of their IRAs, but when one of those children has had a substance abuse problem, estate and inheri...

Financial Advisors 4/27/2021

Update: IRS Says “Oops” About Their IRA Error

Last week an IRS spokesperson said the calculations shown in IRS Publication 590-B are incorrect and will be revised.

Trust 4/22/2021

Establishing an IRA Trust for a Special Needs Child

While IRA owners may name their special needs child as the beneficiary of their IRA to prepare for their child’s future, doing so may have unforese...

Financial Advisors 4/20/2021

It's Time to Discuss the 99.5 Percent Act With Your Clients

Senator Bernie Sanders has introduced a bill called the “For the 99.5 Percent Act.” This bill will include a change in the estate tax exemption tha...

Financial Advisors 4/15/2021

SECURE Act 10-Year Rule May Require Annual RMDs

Since the SECURE Act’s passage in 2019, the industry has worked under the assumption that the 10-Year rule provided designated beneficiaries with o...