Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Dunham Deep Dive 12/5/2025
AI is pushing electricity prices up, China is pulling housing data offline, and Japan’s stimulus raises market risks.
READ MORECrypto 12/2/2025
Crypto tax loss harvesting remains a major 2025 opportunity as the wash sale rule doesn’t apply to digital assets. Here’s how advisors can use it.
READ MOREDunham Deep Dive 11/28/2025
Real retail sales are stagnating, turkey supplies are tightening, and the middle class is being squeezed—revealing deeper stresses in the U.S. econ...
READ MORERetirement 11/25/2025
Student loan debt is soaring among older Americans, with 60+ borrowers owing $147B. Learn why loans now follow people into retirement and how to ma...
READ MOREDunham Deep Dive 11/21/2025
AI’s depreciation trap, extreme market fear as liquidity shifts, and a broad U.S. housing slowdown as prices and affordability fall.
READ MORETrust 11/18/2025
Discover how first- and third-party special needs trusts safeguard government benefits while improving quality of life. Learn the key differences, ...
READ MOREMacro 11/14/2025
The Treasury’s cash pile near $950 billion is about to gush back into markets, flooding the system with liquidity. As CEOs sound their most optimis...
READ MOREFinancial Advisor 11/11/2025
Succession planning isn’t just about retirement — it’s about legacy. With trillions in assets set to change hands, advisors must plan early, choose...
READ MOREMacro 11/7/2025
The Fed quietly injected $125B into banks as liquidity strains deepen, housing locks out a generation of buyers, and layoffs surge to 20-year highs...
READ MORECRT 11/4/2025
2025 is the last full year to maximize charitable deductions before new OBBBA rules take effect. Learn how a CRT–DAF strategy can help clients elim...
READ MOREMacro 10/31/2025
AI’s rise has sparked record spending, soaring valuations, and global shortages—but history shows every boom plants the seeds of its own decline. F...
READ MORE