Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Divorce 8/22/2023
Many financial advisors overlook or inadequately address protecting their client’s child’s inheritance from divorce. Inheritance Trusts should be a...
READ MOREFDIC Insurance 8/15/2023
The financial services industry has seen many innovations, but few can revolutionize how financial advisors operate, secure client assets, and deli...
READ MORERodeo 8/8/2023
Welcome to the Rodeo of the Financial Services Industry. The financial year's ticking clock can feel like an eight-second ride. Besides, advisors m...
READ MOREIDM V2 8/1/2023
Dunham Insured Deposit Marketplace (IDM) is a dynamic cash sweep option in the Dunham advisory strategies that can help provide your client with a ...
READ MORES&P 500 7/25/2023
We wanted to explore the relationship between the performance of the S&P 500 index and the Federal Funds Rate by examining historical data over the...
READ MORENotice 2023-54 7/18/2023
One of the notable aspects of IRS Notice 2023-54 is the extension of the return deadline for individuals who unnecessarily initiated RMDs this year...
READ MORE7/13/2023
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 ...
READ MORERetirement Accounts, Part 3 of 3 7/11/2023
While Social Security provides a steady income stream during retirement, most of your financial independence lies within your retirement accounts. ...
READ MOREHarry Markowitz 7/6/2023
Harry Markowitz, a giant in the world of finance and a Nobel laureate, passed away on June 22, 2023, in San Diego. His contributions to financial t...
READ MORE7/4/2023
As part of the three-part series on preparing for retirement, this piece will dive into the details of Medicare and how it works.
READ MORE6/27/2023
Part One of a Three Part Series Part Two: Things to Know Before Retirement - Medicare Part Three: Things to Know Before Retirement - Retirement...
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