Blog

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

About Us 3/15/2022

Dunham Receives Refinitiv Lipper Fund Award for the Dunham International Stock Fund

We are excited to announce that Dunham’s International Stock Fund has won the 2022 Lipper Fund Award for Best International Multi-Cap Core Fund ove...

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Financial Advisors 3/8/2022

Why You Should Incorporate More Video Marketing in 2022

Video content is not just nice to have anymore - it's now the way audiences expect to engage with you. If you haven't yet incorporated video into y...

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About Us 3/1/2022

Announcing the Dunham Market Snapshot

We are excited to announce that the Dunham Weekly Market Commentary is receiving a brand-new look, now called the Dunham Market Snapshot!

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2/24/2022

Emotional Market Timing: Operation Desert Storm

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

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Financial Advisors 2/22/2022

A Valuable Resource During a Bear Market | Dunham’s Market Cycle Chart

One reason you may want to maintain hope during a bear market lies in the understanding that in our view, the stock market generally rises and fall...

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Video 2/15/2022

Turning to Dollar Cost Averaging During a Market Decline

Today we’ll be looking at how investors can take the emotion out of investing by Understanding Dollar Cost Averaging.

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Financial Advisors 2/8/2022

Looking Back at the COVID Crash of 2020

When the clock struck midnight on January 1, 2020, few people could have predicted emotional and tumultuous effect COVID-19 would have on their lives.

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Financial Advisors 2/1/2022

Using Emotions as Your Investment Guide Could Cost You

This video shows your clients that they aren’t alone if they’ve been up late contemplating what to do when the value of their stock portfolio decli...

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Financial Advisors 1/25/2022

Helping Clients through Market Downturns Without Panic Selling

With negative numbers lining indexes, whispers of “bear market” are growing louder and louder.

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Video 1/20/2022

Video: Is Giving Your IRA to Charity the Only Alternative to Paying the Tax?

In Greek Mythology, Homer wrote about two sea monsters, Scylla and Charybdis, who lived on opposite sides of the Strait of Messina. They posed an i...

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Trust 1/18/2022

What is a Charitable Remainder Trust and How Does it Work?

A charitable remainder trust is a powerful solution for eliminating capital gains taxes at the point of sale and converting appreciated assets, lik...

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