Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Macro 1/26/2024
U.S. banks face a ticking time bomb in commercial real estate, with smaller banks sitting on a pile of souring loans. This market stress is driven ... READ MORE
Macro 1/25/2024
China's economy faces challenges: anemic consumer demand, soaring debt, deflation, eroding private business investment, and high youth unemployment... READ MORE
Financial Advisor 1/23/2024
The Fujiwhara effect, a meteorological rarity, mirrors a financial convergence: Baby Boomers' mass retirement and escalating market volatility. Wit... READ MORE
Macro 1/19/2024
Skepticism persists about the banking system. Challenges include misconceptions about banking and the impact of interest rates on lending. With len... READ MORE
Retirement 1/16/2024
Sequence risk can threaten retirees by eroding portfolios during market downturns. Even with the same average returns, poor timing can lead to fina... READ MORE
Macro 1/12/2024
The auto market is showing signs of stress. As delinquencies rise, negative equity surges, and loan demand drops, consumers face increasing fragili... READ MORE
1/9/2024
This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol... READ MORE
Macro 1/5/2024
The article covers how corporate concentration since the 1980s. Factors like increased M&A, lax antitrust enforcement and lobbying by big firms hav... READ MORE
Knowledgeability 1/2/2024
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu... READ MORE
Macro 12/29/2023
A special wrap-up for 2023 - reflect on insightful editions highlighting OPEC dilemmas, BRICS currency challenges, and market insights from Minsky ... READ MORE
Strategies 12/29/2023
Who is Mr. Market? And Why isn't he on the Series 7 exam? Graham's concept personifies stock market volatility. His mood swings between optimism an... READ MORE
IRS 12/26/2023
Discover 2024's IRS updates: Naughty List penalties for late filing, underpayment, and errors. Nice List perks include interest on overpayments and... READ MORE
Strategies 12/19/2023
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic,... READ MORE
Macro 12/15/2023
Markets don't move in stability but thrive in flux. Minsky's Financial Instability Hypothesis and Soros's Theory of Reflexivity unveil the dance of... READ MORE
Financial Advisors 12/12/2023
Discover how financial advisors navigate bear markets with proactive planning, market insight, and strong client communication. Learn the three pil... READ MORE
Macro 12/8/2023
Triffin’s Dilemma explains why the U.S. must run deficits to support the global economy—and why no other country wants the dollar’s reserve role. READ MORE
Macro 12/5/2023
Black Friday in 2023 saw record nominal sales but masked a deeper tale: the softest annualized growth in Black Friday sales in six years, surging c... READ MORE
Macro 12/1/2023
Understand the oil market's plight through the Prisoner's Dilemma. Despite attempts by Saudi Arabia and OPEC to bolster prices, conflicting self-in... READ MORE
Financial Advisors 11/28/2023
Discover why content reigns supreme for financial advisors in the digital age. Uncover the impact of curated content on client retention, lead gen... READ MORE
Macro 11/24/2023
Explore Taleb's 'Black Swan' concept unveiling unforeseen events. Beware complacency in forecasting future markets, likening to a snowflake's role ... READ MORE