Blog

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

9/20/2022

Finance Essentials: Compound Interest Class

Your clients may have seemed to understand compound interest, but do they know how it works? While this may not be a completely new concept to your...

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9/13/2022

Disappointing Inflation Numbers and The Fed Balance Sheet Response

This morning’s inflation report sent the stock and bond markets into a tailspin. How will the Federal Reserve respond to this disappointing report?

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9/6/2022

Falling for Fintech: How to Choose a CRM

How do you choose a CRM as a financial advisor? What are the considerations that need to be made and the features that should be sought after?

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8/30/2022

8 Fundraising Ideas for Nonprofits Tired of Galas

Many nonprofits hold galas, but several factors are creating headwinds. Seating capacity might be one. Inflation drives up costs which get reflecte...

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8/23/2022

Examining the Inflation Reduction Act and its Impact on You

The Inflation Reduction Act aims to combat climate change, lower prescription drug costs, and pay for it by raising taxes on corporations and colle...

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8/16/2022

Finance Essentials: Recession Fundamentals

The concept of a recession is not a foreign one. But do your clients truly understand what a recession is?

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8/9/2022

The Days You Might Be Missing

A wise man said, “the best way not to be hit by a train is not to be on the tracks.” This wisdom may fall short as an analogy for the market.

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8/2/2022

Finance Essentials: Stagflation 101

To help establish yourself as a valuable resource for clients, Dunham has created the Finance Essentials Series. This Week's Topic: Stagflation

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7/26/2022

Not Your Canary

Is an inverted yield curve a reason to scrap equities from your portfolio? I can say most definitively that it depends.

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7/19/2022

Dunham | Quarter in 2s | 2Q 2022

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...

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7/12/2022

Some Investment Ideas Sound Better Than They Really Are

When the stock market goes down, people look for additional investment ideas. Everyone wants to discover the next big thing or an old idea that has...

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