Blog

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

Government 10/1/2019

Impeachment and the Bull Market

Last week, I had three conversations with financial advisors and with one Dunham investor asking if I thought that an impeachment would mark the en...

READ MORE

Government 6/4/2019

The SECURE Act of 2019 and Now RESA

Without looking, can you tell me what the SECURE in The SECURE Act of 2019 stands for? If passed as proposed, IRAs and 401(K)s will see major changes.

READ MORE

Government 4/23/2019

712 Words to Explain Modern Monetary Theory (And None of Them Are an Editorial!)

Attempting to embrace the MMT concept forces me to set aside everything I thought I knew, learn something completely different, and stop believing ...

READ MORE

Government 4/4/2019

The Yield Curve: What is it and How Does it Impact the Market?

What is the yield curve and how can it be an economic indicator? There are several inferences investors may make about the equity market with this ...

READ MORE

Government 3/6/2019

The Fed’s Balance Sheet Unwind - What Is It and What Does It Mean?

In his Tuesday, February 26, 2019 semiannual testimony on the state of monetary policy, Federal Reserve Chairman Jerome Powell told a Senate commit...

READ MORE