Blog

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

Volatility 4/29/2025

The VIX Explained: Why Market Fear Can Signal Opportunity, Not Panic

What is the VIX, and what does it really signal? This guide breaks down how the “fear gauge” works, why volatility isn’t always a bad thing, and ho... READ MORE

Dunham Deep Dive 4/25/2025

The Buffett Indicator Dips, the $26T Foreign IOU, and Japan's Anemic Consumer

The Buffett Indicator's 13.5% drop, America's record $26T net debt to the world, and Japan's weakening demand show deeper cracks forming beneath th... READ MORE

Macro 4/22/2025

Here’s How to Talk to Clients About the Weakening Dollar

Understand what a weakening U.S. dollar means for your clients. This guide helps financial advisors explain the risks, investment impacts, inflatio... READ MORE

Dunham Deep Dive 4/17/2025

OPEC Throws In The Towel, China’s Trade Trap, and Japan’s Population Crisis

OPEC shocks markets with a surprise oil supply surge, China’s economy leans dangerously on exports, and Japan faces a record demographic decline. E... READ MORE

Dunham DC 4/15/2025

DunhamDC Sell Trigger Hit + CIO Insights on What’s Next

DunhamDC triggered a SELL signal following a sharp market rebound, reducing equity exposure as investor sentiment turned exuberant. Discover what d... READ MORE

Macro 4/11/2025

From Trade Wars to Currency Wars: Why the Real Global Economic Fight Is Just Beginning

What starts as a trade war can quickly escalate into a currency war. As nations devalue their currencies to offset tariffs and boost exports, the r... READ MORE

DunhamDC 4/8/2025

DunhamDC Is Buying While the Stock Market Crashes and the VIX Soars

When panic strikes and the VIX surges, history shows it may be a time to buy. Learn how DunhamDC's strategy is capitalizing on volatility with syst... READ MORE

Dunham Deep Dive 4/4/2025

U.S. Trade War Kicks Off, Auto Loan Problems, and Investors Turning Bearish At Shocking Levels

U.S. import dependency hits 70-year highs, auto loan delinquencies spike to levels not seen since 2008, and investor sentiment turns sharply bearis... READ MORE

LSEG Lipper Awards 4/3/2025

Two International Dunham Funds Win Awards: How Our Analysts Select Sub-Advisers with a Focus on Supporting Investment Performance

Two Dunham mutual funds earned 2025 LSEG Lipper Awards. Learn how our analyst-driven process and institutional sub-adviser selection strategy are d... READ MORE

4/1/2025

Dunham Quarterly Pulse - Q1 2025

Explore the new Dunham Quarterly Pulse — a focused, insight-driven report combining our best investment thinking with key market trends, strategy u... READ MORE

Macro 3/28/2025

The Coming Global Monetary Reset: What History Tells Us and What Might Be Next

From gold to floating currencies, the world has seen multiple monetary resets. Now, a proposed “Mar-a-Lago Accord” hints at another shift. Could gl... READ MORE

Retirement 3/25/2025

Inflation, Food, and 50-Year Retirements: What Planners Should Know

Even at the Fed’s 2% inflation target, retirees living 30–50 years post-retirement may see their purchasing power erode dramatically. Our latest re... READ MORE

Dunham Deep Dive 3/21/2025

Government Jobs Have Surged, Consumer Credit is Deteriorating, and Global Uncertainty Explodes

Government hiring has quietly driven job growth—but may now reverse. Meanwhile, credit access is tightening as consumer stress rises. And global un... READ MORE

DunhamDC 3/18/2025

Stock Market Sell-Off? Why DunhamDC Buys When Others Panic

As markets tumbled and fear took hold, DunhamDC took a different approach—buying while others sold. Sticking to a disciplined strategy, we focused ... READ MORE

Macro 3/14/2025

The Housing Market Tug of War: A Looming Correction or a New Normal?

The U.S. housing market is at a crossroads. Prices remain high, but affordability is collapsing. Rising interest rates, climate risks, and supply s... READ MORE

Financial Advisors 3/11/2025

Three Feet From Gold? How Some Financial Advisors Can Transform Their Practice

Many financial advisors are closer than they think to unlocking sustainable, predictable growth. Like R.U. Darby, who stopped just three feet from ... READ MORE

Dunham Deep Dive 3/7/2025

GDPNow Tumbles Fast, Credit Scores at Risk, and Germany Brings Stimulus

The Atlanta Fed’s GDPNow forecast nosedived from +4.0% to -2.4%, student loan delinquencies threaten a 129-point credit score drop, and Germany piv... READ MORE

Retirement 3/4/2025

How Science Is Extending Healthspan and Lifespan: What It Means for Retirees

The FDA’s approval of Loyal’s longevity drug for dogs marks a breakthrough in aging science. As we extend both lifespan and healthspan in animals, ... READ MORE

Dunham Deep Dive 2/28/2025

Narrowing Job Growth, Consumer Spending Risks, and OPEC’s Dilemma

U.S. job growth is concentrated in a few sectors, heightening economic risks. The top 10% now drive nearly half of consumer spending, exposing vuln... READ MORE

charitable remainder trust 2/25/2025

What Is a Charitable Remainder Trust (CRT)? A Guide for Financial Advisors

Charitable Remainder Trusts (CRTs) offer financial advisors a powerful strategy to eliminate capital gains taxes, provide client income, and create... READ MORE