Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
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
Financial Advisor 9/9/2025
Many advisors hesitate to ask friends for business, fearing rejection or awkwardness. But avoiding the conversation means making the decision for t... READ MORE
Dunham Deep Dive 9/5/2025
Seven-year auto loans hit a record 21.6% of U.S. financing, the U.K. faces a gilt yield surge not seen since 1998, and Chinese banks are bleeding m... READ MORE
Financial Planning 9/2/2025
Childfree individuals and couples face unique financial challenges and opportunities. From estate planning and savings strategies to charitable giv... READ MORE
Macro 8/29/2025
Debt Cycles 102 explores how debt fueled some of history’s biggest bubbles — from tulips to railroads. Different assets, same story: easy credit, s... READ MORE
Financial Advisor 8/26/2025
Financial advisor marketing has changed: clients want education, not sales pitches. Learn why content, SEO, and authentic social presence are now t... READ MORE
Dunham Deep Dive 8/22/2025
Liquidity buffers are vanishing as the Fed’s reverse repo facility drains, AI data centers surge past offices in construction, and China’s job mark... READ MORE
Donor-Advised Fund 8/19/2025
Discover how donor advised funds (DAFs) help financial advisors deepen client loyalty, maximize tax efficiency, and build multigenerational legacie... READ MORE
8/15/2025
Debt isn’t just a financial tool — it’s the heartbeat of the economy. Learn how credit expansion drives growth, why excessive debt triggers slowdow... READ MORE
Retirement 8/12/2025
Inflation and withdrawal rates can quietly drain retirement portfolios. See how the Retirement Real Return Rule applies in real-world scenarios—and... READ MORE
Dunham Deep Dive 8/8/2025
Unemployment looks low—but hidden numbers tell another story. Hong Kong’s dollar peg is tested amid liquidity injections, raising asset risks. Mean... READ MORE
Retirement 8/5/2025
Discover the Retirement Real Return Rule™ — a new benchmark for long-term portfolio sustainability. Learn how maintaining a 4–5% return above infla... READ MORE
Dunham Deep Dive 8/1/2025
Q2 GDP rose 3%—but the math hides a softer economy, with falling imports masking weak consumer and business activity. Markets remain oddly calm ahe... READ MORE