Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Macro 9/27/2024

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

Mortgage refinancing surges as rates hit a 2-year low, offering savings but with upfront costs that may take years to recoup. Meanwhile, the U.S. s...

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Financial Advisor 9/24/2024

Women Are Leading the Next Wave of Growth in Wealth Management

Women are set to control $30 trillion in financial assets by 2030, driving a major shift in wealth management. As female economic power grows, fina...

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Dunham Deep Dive 9/20/2024

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

Multifamily housing completions hit a 50-year high in August, which could ease rents and help affordability. Meanwhile, the Fed's aggressive rate c...

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News 9/17/2024

Dunham Named Finalist for the Prestigious 2024 ThinkAdvisor Luminaries Award in Innovation

Dunham is proud to be named a finalist for ThinkAdvisor’s 2024 Luminaries Award in Innovation. This recognition highlights our dedication to delive...

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Macro 9/13/2024

Student Loan Crisis: A Growing Problem That Will Soon Hit Credit Scores

Missed student loan payments are set to impact credit scores starting next month, as the effects of pandemic-era relief fade. Discover how this shi...

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Retirement 9/10/2024

Protecting Seniors from Financial Scams: A Guide for Financial Advisors

As a financial advisor, it’s crucial to protect elderly clients from rising financial scams. This guide equips you with essential tools, like Power...

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Macro 9/6/2024

The Yield Curve Just Un-Inverted - Here’s Why That’s a Red Flag

The yield curve just un-inverted, which might seem positive - but history tells a different story. An un-inversion often signals economic trouble a...

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Retirement 9/3/2024

Biggest Scams Targeting Baby Boomers: What You Need to Know

Discover the biggest scams targeting Baby Boomers, from phishing to investment fraud. Explore real-life cases and understand the emotional and fina...

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Dunham Deep Dive 8/30/2024

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

Home prices are nearly eight times the median income, pushing ownership out of reach. The gap between GDP and GDI signals economic imbalances, echo...

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Retirement 8/27/2024

Why Baby Boomers Are Prime Targets for Cyber Scams and Financial Fraud

As Baby Boomers face retirement, they're increasingly targeted by sophisticated cyber scams and financial fraud. With over $3.4 billion lost in 202...

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Macro 8/23/2024

Are We Already in a Recession? Labor Market Signals an Economic Downturn

The U.S. economy may be on the brink of a recession, with revised employment data revealing the worst job losses since 2009. The Sahm Rule is signa...

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