Blog | Dunham

Financial Advisors 12/31/2024

Our Five Most Popular Articles of 2024: Financial Insights for Advisors

As 2024 ends, we revisit our top five financial advisory articles that shaped the industry. From using analogies to attract clients to tackling seq...

Macro 12/27/2024

My Top Three ‘Morning Pours’ of 2024 — Updated with Must-See Insights

Reflecting on 2024 in this special edition of The Morning Pour, we revisit three pivotal themes: the liquidity crunch in the repo market, China's m...

Financial Advisor 12/24/2024

Must-Read Books for Financial Advisors to Kickstart 2025

Discover the top books every financial advisor needs to read in 2025 -from market insights to practice management, this curated list will help you ...

Dunham Deep Dive 12/20/2024

Looming Government Shutdown, Rate Cut Turmoil, and Brazil’s Economic Crisis

A looming U.S. shutdown, Fed rate cut turmoil, and Brazil’s spiraling debt crisis are shaking markets and eroding trust. With global ripples affect...

Tax Strategies 12/17/2024

Like the Mets Landing Juan Soto, Your Year-End Tax Strategy Should Be a Game-Changer

Just like the Mets’ big move signing Juan Soto, your year-end tax strategy should be a game-changer. From maximizing retirement contributions to st...

Macro 12/13/2024

The U.S. Dollar’s Global Dominance: Perks, Pitfalls, and the Peril of Losing It

The U.S. dollar dominates global trade and finance, but its position is not without risks. Learn why its strength persists, the challenges of trade...

Dunham Donor-Advised Fund 12/10/2024

Your Clients May Be Missing Thousands in Charitable Tax Benefits - Here is Why

Discover how your clients could maximize their charitable tax benefits using strategic approaches like donor-advised funds and "bunching" contribut...

Macro 12/6/2024

Fragile by Design? Why the Euro Struggles to Rival the U.S. Dollar

The eurozone faces growing economic turmoil as Germany & France, its largest economies, stumble. With rising debts, weak growth, and structural imb...

Financial Advisor 12/3/2024

Why Financial Advisors Could Be Approaching a Major Opportunity

Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ...

Dunham Deep Dive 11/29/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Q3 GDP rose 2.8%, powered by defense spending but raising concerns about inflation and rising debt. The U.S. Treasury faces a $7 trillion refinanci...

Financial Advisor 11/26/2024

10 Creative Gift Ideas for Financial Advisors to Impress Clients Under $100

Finding the perfect gift for clients doesn’t have to be a challenge. Discover 10 thoughtful and creative gift ideas under $100 tailored for financi...