Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Market Opinion 1/28/2020
Typically, Republicans represent the free-market concept, while Democrats often represent regulation of the economy.
READ MOREFinancial Advisors 1/23/2020
As you know, as of January 1, 2020, non-spousal IRA beneficiaries lost their ability to stretch their required minimum distributions over their own...
READ MOREFinancial Advisors 1/21/2020
What if you could convert ordinary income for a portion of a 401(K) rollover to capital gains? Would that have a benefit?
READ MORESelf Improvement 1/16/2020
In this post, Coach Jim Johnson explains how to establish credibility and structure amongst team members.
READ MOREClient Acquisition 1/14/2020
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 ...
READ MOREMarket Opinion 1/10/2020
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...
READ MORESelf Improvement 1/9/2020
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.
READ MOREFinancial Advisors 1/2/2020
Late Friday, December 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement (Secure) Act, which launched sweeping...
READ MORESales Development 12/19/2019
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...
READ MORETrust 12/12/2019
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...
READ MORESelf Improvement 12/5/2019
Here are five things which could help a financial advisor connect well with their clients in ways that matter.
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