Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
1/10/2023
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 MORE1/9/2023
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 MORE1/3/2023
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 MORECRT 12/29/2022
Explore key differences between a Charitable Remainder Trust, Donor Advised Fund, and Private Family Foundation. Learn how each can support your le...
READ MORE12/27/2022
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 MORE12/20/2022
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 MORE12/20/2022
What are these little bits of time? You are called in from the field into the office because your manager wants to meet for your periodic performan...
READ MORE12/15/2022
Through the years, Donor-Advised Funds have become increasingly common in the philanthropic community for the good they can do today and the good t...
READ MORE12/13/2022
In the world of IRAs and qualified plans, nothing seems to create more debate and google searches than the Roth IRA. On the surface, it seems simpl...
READ MORE12/8/2022
A Private Family Foundation is one way to help you establish your charitable giving during your lifetime. Furthermore, because you generally establ...
READ MORE12/6/2022
For your self-employed clients, the common question is, which retirement plan is right for me? Is it a Simplified Employee Pension (SEP IRA), Savin...
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