Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisor 11/5/2024
Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a... READ MORE
Macro 11/1/2024
Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h... READ MORE
10/29/2024
Discover the key tax changes for 2025 affecting estate planning, retirement accounts, and business taxes. With new thresholds for capital gains, re... READ MORE
Dunham Deep Dive 10/25/2024
Shrinkflation is shrinking product sizes while prices remain unchanged, hitting one-third of everyday items. Meanwhile, the CPI misses key costs li... READ MORE
Retirement 10/22/2024
With longer lifespans and inflation risks affecting retirement savings, it's time to reassess traditional planning. Learn about Multi-Generation Re... READ MORE
Macro 10/18/2024
As the 2024 elections approach, U.S. deficits are set to rise regardless of who wins. Fiscal dominance - where government borrowing overpowers the ... READ MORE
Financial Advisor 10/15/2024
Financial advisors can build client trust by simplifying complex investment concepts without losing substance. Learn actionable strategies to break... READ MORE
Dunham Deep Dive 10/11/2024
Dive into three critical economic insights this October, from the U.S. federal deficit hitting $1.8 trillion to South Korea's export trends and the... READ MORE
Quarterly Snapshot 10/8/2024
Watch Dunham’s Third Quarterly Snapshot of 2024! This video covers the Federal Reserve’s aggressive rate cut, global market performance, potential ... READ MORE
Macro 10/4/2024
China’s stimulus aims to boost growth amid struggling property markets, weak consumption, and mounting debt. Measures include credit expansion and ... READ MORE
Behind The Scenes 10/1/2024
An Inside Look at Dunham’s Q4 2024 Portfolio Strategy: See how Dunham’s Investment Committee maneuvered around the Fed's first rate cut in four yea... READ MORE
Macro 9/27/2024
Mortgage refinancing surges as rates hit a 2-year low, offering savings but with upfront costs that may take years to recoup. Meanwhile, the U.S. s... READ MORE
Financial Advisor 9/24/2024
Women are set to control $30 trillion in financial assets by 2030, driving a major shift in wealth management. As female economic power grows, fina... READ MORE
Dunham Deep Dive 9/20/2024
Multifamily housing completions hit a 50-year high in August, which could ease rents and help affordability. Meanwhile, the Fed's aggressive rate c... READ MORE
News 9/17/2024
Dunham is proud to be named a finalist for ThinkAdvisor’s 2024 Luminaries Award in Innovation. This recognition highlights our dedication to delive... READ MORE
Macro 9/13/2024
Missed student loan payments are set to impact credit scores starting next month, as the effects of pandemic-era relief fade. Discover how this shi... READ MORE
Retirement 9/10/2024
As a financial advisor, it’s crucial to protect elderly clients from rising financial scams. This guide equips you with essential tools, like Power... READ MORE
Macro 9/6/2024
The yield curve just un-inverted, which might seem positive - but history tells a different story. An un-inversion often signals economic trouble a... READ MORE
Retirement 9/3/2024
Discover the biggest scams targeting Baby Boomers, from phishing to investment fraud. Explore real-life cases and understand the emotional and fina... READ MORE
Dunham Deep Dive 8/30/2024
Home prices are nearly eight times the median income, pushing ownership out of reach. The gap between GDP and GDI signals economic imbalances, echo... READ MORE