Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Retirement 3/25/2025
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 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
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 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
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
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
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
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
Charitable Remainder Trusts (CRTs) offer financial advisors a powerful strategy to eliminate capital gains taxes, provide client income, and create... READ MORE
Dunham Deep Dive 2/21/2025
China’s luxury boom is fading fast, U.S. homeownership is slipping further out of reach, and Germany faces a political shake-up as the far-right su... READ MORE
White Paper 2/18/2025
Is traditional retirement planning failing retirees? With lifespans extending beyond 100 and inflation eroding purchasing power, portfolios could d... READ MORE
Macro 2/14/2025
Markets follow a predictable boom-bust cycle driven by capital expansion and contraction. Investors often focus on demand, overlooking critical sup... READ MORE
DunhamDC 2/11/2025
Market timing is the siren song of investing—tempting but dangerous. Fear and greed often drive investors to buy at highs and sell at lows. DunhamD... READ MORE
Dunham Deep Dive 2/7/2025
The Buffett Indicator has surged past 200%, signaling a potential market bubble. Meanwhile, new U.S. tariffs on China could strain its already frag... READ MORE
Tax Strategies 2/4/2025
IRC Section 1202 offers business owners significant tax advantages, allowing up to $10M in capital gains exclusions. Financial advisors can enhance... READ MORE
Dunham Deep Dive 1/31/2025
AI faces a reckoning as China’s DeepSeek disrupts the market, forcing price cuts and reshaping competition. Meanwhile, egg prices soar amid an avia... READ MORE
Financial Advisor 1/28/2025
Qualified Small Business Stock (QSBS) under IRC 1202 offers business owners a chance to eliminate up to 100% of capital gains taxes. Advisors can h... READ MORE
Macro 1/24/2025
Trump’s new tariffs could reshape global trade. With steep duties on China, Canada, the EU, and Mexico, critics warn of inflation - but history tel... READ MORE
Financial Advisor 1/21/2025
The financial advisory industry faces a talent crisis as 40% of advisors retire in the next decade. Yet, this shift creates a huge opportunity. Wit... READ MORE
Dunham Deep Dive 1/17/2025
December’s inflation slowdown lifted markets, but rising oil prices & money supply could keep pressures high. The Cass Freight Index signals weakne... READ MORE