Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Macro 11/14/2025
The Treasury’s cash pile near $950 billion is about to gush back into markets, flooding the system with liquidity. As CEOs sound their most optimis... READ MORE
Financial Advisor 11/11/2025
Succession planning isn’t just about retirement — it’s about legacy. With trillions in assets set to change hands, advisors must plan early, choose... READ MORE
Macro 11/7/2025
The Fed quietly injected $125B into banks as liquidity strains deepen, housing locks out a generation of buyers, and layoffs surge to 20-year highs... READ MORE
CRT 11/4/2025
2025 is the last full year to maximize charitable deductions before new OBBBA rules take effect. Learn how a CRT–DAF strategy can help clients elim... READ MORE
Macro 10/31/2025
AI’s rise has sparked record spending, soaring valuations, and global shortages—but history shows every boom plants the seeds of its own decline. F... READ MORE
Behavioral Finance 10/28/2025
Clients don't often fail because of bad planning — they fail because of emotion. From loss aversion to recency bias, these 10 behavioral pitfalls s... READ MORE
10/24/2025
Unprofitable stocks are soaring as investors bet on Fed rate cuts, liquidity lifts riskier names, and half of America quietly slips toward recessio... READ MORE
Commentary 10/21/2025
Ken Griffin, Ray Dalio, and Jamie Dimon share candid insights on markets, inflation, and the rise of AI. From persistent inflation and fiscal strai... READ MORE
Macro 10/17/2025
China’s export surge to Europe is fueling new tariffs, trade probes, and rising tensions. With the E.U.’s deficit topping €300 billion, Brussels is... READ MORE
Quarterly Pulse 10/16/2025
The Q3 2025 Dunham Quarterly Pulse explores how declining policy uncertainty, global rate cuts, and record household wealth are shaping markets. Di... READ MORE
Taxes 10/15/2025
The IRS has released its 2026 inflation adjustments under Revenue Procedure 2025-32, revising over 60 tax provisions. See how new tax brackets, ded... READ MORE
Dunham Deep Dive 10/10/2025
From fake collateral scandals to tightening bank liquidity and gold’s resurgence in global reserves, the financial system is shifting beneath the s... READ MORE
ThinkAdvisor Luminaries 10/7/2025
Dunham has been named a finalist in two categories at the ThinkAdvisor 2025 Luminaries Awards, honoring firms driving innovation and lasting impact... READ MORE
Macro 10/3/2025
U.S. bank reserves are shrinking at their fastest pace in years — slipping below $3 trillion and draining liquidity from the system. History shows ... READ MORE
Charitable Giving 9/30/2025
High earners face new limits on charitable deductions under OBBBA starting in 2026, with both a “haircut” and a “shave” on tax benefits. Donor-advi... READ MORE
Dunham Deep Dive 9/26/2025
The AI boom’s financing loops echo the dot-com bubble, with suppliers bankrolling buyers to fuel demand. At the same time, one-third of student bor... READ MORE
Financial Advisor 9/23/2025
Many advisors ask us: “How can I market better?” The answer isn’t more hustle — it’s smarter systems. Discover 6 prospecting hacks to multiply your... READ MORE
Dunham Deep Dive 9/19/2025
The Treasury’s cash rebuild could drain liquidity, France’s debt spiral is flashing eurozone warning signs, and China’s price wars risk fueling a d... READ MORE
Taxes 9/16/2025
Hidden tax phaseouts can quietly erase deductions as income rises — creating “invisible” tax brackets. Learn where SALT, senior, and other benefits... READ MORE
9/12/2025
The U.S. labor market slowdown isn’t new. Revisions show nearly a million jobs overstated, with ADP and BLS data diverging and government hiring ma... READ MORE