Blog

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

Market Opinion 1/28/2020

Which Party Traditionally Helps the Stock Market More?

Typically, Republicans represent the free-market concept, while Democrats often represent regulation of the economy.

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Financial Advisors 1/23/2020

MUST READ: Did One Of Your Married Prospects or Clients Die in 2019?

As you know, as of January 1, 2020, non-spousal IRA beneficiaries lost their ability to stretch their required minimum distributions over their own...

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Financial Advisors 1/21/2020

Avoiding a Potential 401(K) Rollover Tax Trap in 2020

What if you could convert ordinary income for a portion of a 401(K) rollover to capital gains? Would that have a benefit?

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Self Improvement 1/16/2020

How Do You Instill Discipline to Your Team?

In this post, Coach Jim Johnson explains how to establish credibility and structure amongst team members.

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Client Acquisition 1/14/2020

How To Attract Million-Dollar Clients By Adding Comprehensive Legacy Planning To Your Practice

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 ...

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Market Opinion 1/10/2020

Video: Dunham | Quarter in 2s

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...

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Self Improvement 1/9/2020

How Can You Make Your 2020 Resolutions Come To Fruition?

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.

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Financial Advisors 1/2/2020

Secure Act Provisions Summary with Some Planning Tips

Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping...

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Sales Development 12/19/2019

Asking Someone on a Date Might Be a Disaster - Asking Them For Business Can Be Much Better

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...

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Trust 12/12/2019

Holiday Cheer: Gifts, Life Insurance, and Merry Clients

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...

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Self Improvement 12/5/2019

Personality Traits That Financial Advisors Should Cultivate

Here are five things which could help a financial advisor connect well with their clients in ways that matter.

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