Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Macro 7/19/2024
John Connally’s 1971 remark, “The dollar is our currency, but it’s your problem,” remains relevant as a rising dollar and Fed rate hikes cause glob... READ MORE
Retirement 7/16/2024
Explore the Slinky Effect on Retirement and how to deal with the Retirement Investment Paradox. Learn how DunhamDC's innovative strategies can addr... READ MORE
Dunham Deep Dive 7/12/2024
Households in the bottom 80% have been saving at negative rates, spending more than they earn due to high inflation and weak wage growth. Mortgage ... READ MORE
Quarterly Snapshot 7/9/2024
Welcome to the Q2 2024 Dunham Quarterly Snapshot. Get quick insights into the rising equity markets, global growth slowdown, and bond market improv... READ MORE
Macro 7/5/2024
Despite strong labor market claims supporting a 'soft landing' thesis, indicators like the Kansas City Fed's LMCI and Sahm Rule show signs of weakn... READ MORE
Behind The Scenes 7/3/2024
Join us as we show you through the thought process and in-depth analysis conducted by the Dunham Investment Committee. Discover the strategic adju... READ MORE
Macro 7/1/2024
China’s logistics parks face 20% vacancy as e-commerce slows. Investors see losses from overbuilt properties. U.S. new-home sales hit a low due to ... READ MORE
Knowledgeability 6/25/2024
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu... READ MORE
Macro 6/24/2024
Have you heard of a "dollar shortage"? It occurs when a country's USD outflows exceed its inflows, often due to higher import costs or internationa... READ MORE
Financial Advisor 6/18/2024
Financial topics can be daunting for clients. Financial advisors should use analogies to make concepts clearer and more relatable. Analogies like f... READ MORE
Dunham Deep Dive 6/17/2024
US manufacturing investment cools, sign of slowdown? OPEC to pump more oil, prices may drop. Inflation eases, but is it a good thing, or underlying... READ MORE
Financial Advisor 6/11/2024
Running a financial advisory practice involves more than investment advice. Outsourcing tasks like tax planning and content marketing can boost eff... READ MORE
Macro 6/7/2024
The US banking system is grappling with $517 billion in unrealized losses, credit card delinquencies, and commercial real estate defaults. With 63... READ MORE
Financial Advisor 6/4/2024
Financial advisors help bridge the gap between perception & reality. Confused clients with mismatched economic understanding & retirement goals nee... READ MORE
Dunham Deep Dive 6/3/2024
Credit card delinquencies hit a decade-high 8.9%, signaling consumer strain. The U.S. car market faces price wars due to overproduction and rising ... READ MORE
Financial Advisor 5/28/2024
Recognizing the link between rising mental illness and poor financial outcomes is crucial. Financial stability supports mental well-being, but ment... READ MORE
Macro 5/24/2024
There is a large amount of corporate debt, especially from BBB-rated companies, that is maturing in the next three years, posing a risk if downgrad... READ MORE
Financial Advisor 5/21/2024
Women are set to inherit $30 trillion of Baby Boomer wealth by the decade's end. This "Feminization of Wealth" signifies a major demographic shift.... READ MORE
Macro 5/17/2024
The Kansas City Fed LMCI shows a weakening U.S. labor market, signaling potential further softening. China's credit contraction pressures the gover... READ MORE
Financial Advisor 5/14/2024
As life expectancies rise, retirement planning faces challenges. Longer lifespans mean longer retirements, necessitating adjustments in financial p... READ MORE