We are excited to introduce our Dunham Content Vault, an exclusive marketing program tailored to help financial advisors enhance their online presence and general marketing efforts with high-quality content.
Our program provides a wide range of informative and relevant articles and videos on financial, estate, investment, and retirement planning. These resources are carefully curated by our experienced writers and optimized for search engine ranking.
We also know that personalization and branding are crucial for financial advisors. That’s why we encourage you to add your logo and contact information to each piece of written content after obtaining compliance approval from your broker/dealer.
By using our marketing program, you can save yourself the time and effort of creating marketing content or the expense of purchasing it from content vendors. Dunham’s Content Vault frees you from the burden of content creation, so you can focus on growing your practice and serving your clients.
Start improving your online and general marketing presence today with the Dunham Content Vault!
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance.
Timeless Market Wisdom
As a financial advisor, you want to establish yourself as an expert in the eyes of your clients. We geared the Mastering Wealth Management Series towards helping you teach your clients about the intricacies of investing, from the basics of stocks and bonds to more complex strategies. Using these articles for your digital and regular marketing allows you to demonstrate your knowledge and expertise while helping them make informed investment decisions.
All information should be reviewed by a Financial Advisor’s Compliance Department prior to dissemination or private label branding. Dunham & Associates is not responsible for the sharing of materials that have not received compliance review.
Possible Investment Strategies When the Market is Down
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Unveiling the Mysteries of Recessions: From Unemployment to Changing Spending Habits
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Timeless Wisdom Understanding Mr. Market's Role in Your Portfolio
Finance Essentials: Bond Basics
Anatomy of a Depression
Compound Interest Class
How Much A Bond Can Gain or Lose In Value
Investment Half Life
Recession Fundamentals
Stagflation 101
Volatility Lecture
Bull and Bear in a Cloud
As a financial advisor, you have the power to demystify the complexities of bull and bear markets for your clients. With our series of articles, you can establish yourself as an expert and educate your clients on the ins and outs of market fluctuations. By providing clear explanations and actionable advice, you can empower your clients to make informed investment decisions as you help them achieve their financial goals.
Anatomy of a Depression vs. a Recession
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Dollar Cost Averaging
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Is There Hope in a Bear Market
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Lessons Learned from the Financial Crisis of 2007-2008
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Perhaps Best Sleep Comes from What Keeps You Awake
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Using Emotion as Your Investment Guide Could Cost You
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The Days You Miss Could Hurt Your Investment Results
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A Bear Market Twist
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Low Correlation – the Best Defense Against the Bear
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Videos:
Is There Hope in a Bear Market? YouTube Video
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Understanding Dollar Cost Averaging YouTube Video
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Perhaps the Best Sleep Comes from What is Keeping You Awake
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Emotional Investing Series:
Our investments are often intertwined with our hopes, fears, and excitement. This emotional connection, however, can cloud judgment and lead to rash decisions. Understanding emotional investing empowers you to make informed choices based on reason, not fleeting feelings.
The COVID Crash of 2020
Lessons Learned from the Financial Crisis of 2007-2008
Is There Hope in a Bear Market?
Perhaps Best Sleep Comes from What Keeps You Awake
Using Emotion as Your Investment Guide Could Cost You
The Difficult Discussion Series: Care of Your Family When You Are No Longer Here
As a financial advisor, you want to make sure your clients know the importance of having a will or trust. This four-part series is here as a resource to help your clients better understand how they can plan for the future, so their family doesn’t have to. These articles will focus on the importance of making these arrangements, show how these plans will look long-term, and explain where to start in the process.
A Four-Part Series:
Part 1: The Perils of Dying Without a Will or Trust
Part 2: The Inner Workings of a Will
Part 3: Using a Revocable Living Trust to Exercise More Control
Part 4: Comparing a Will and a Revocable Living Trust
Essential Trust-Related Content You Shouldn't Miss
Unlocking Peace Amid Grief How Locating Essential Documents Now eases the burden of Your Parents' Passing in the Future
What Is The Difference Between a Trustee and a Successor Trustee
Things to Know Before Retirement: A Three-Part Series
Delve into the essentials of retirement planning with our comprehensive Three-Part Series - “Things to Know Before Retirement” - which goes into topics like Social Security, Medicare, and Retirement Accounts.
Part 1: Social Security
Part 2: Medicare
Part 3: Retirement Accounts
Don't Forget About Sequence Risk
The Retirement Spending Smile - What You Need To Know
The Perfect Storm Why This May Be The Most Important Time For A Financial Advisor
The Slinky Effect on Retirement: Examining the Retirement Investment Paradox
Donor Advised Fund
By sharing this series of articles with your clients, you can establish yourself as an expert on tax and charitable giving strategies using Donor Advised Funds. These articles will teach your clients about the benefits of Donor Advised Funds, including potential tax savings, flexibility, and simplicity. Using the Donor Advised Fund strategies below, you can help your clients make a meaningful impact with their charitable giving while optimizing their tax planning.
The Power of Philanthropy for Families: Teaching Your Children and Grandchildren
Combining Two Powerful Gifting Strategies: The Charitable Remainder Trust and the Dunham Donor-Advised Fund
Bunching: A Smart Way to Maximize Your Family’s Charitable Deductions
Use “Super Bunching” When Converting to a Roth IRA
Establishing a Dunham Donor-Advised Fund When Selling a Business
Establishing a Dunham Donor-Advised Fund When Selling Real Estate
That Magic Moment - Can a Roth Conversion be "tax-free"?
What is a Donor Advised Fund
Introducing our Five-Part Charitable Giving Series to discover the profound impact of philanthropy and the various avenues for giving back that benefit you, your family, and the world.
Part 1 - Why Charitable Giving Benefits All -Including You and Your Family
Part 2 - How a Private Family Foundation Works
Part 3 - What is a Donor Advised Fund
Part 4 - The Use of a Charitable Remainder Trust
Part 5 - Comparing the Use of a Charitable Remainder Trust Donor Advised Fundand a Private Family Foundation
