Blog

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

Macro 1/19/2024

Banking Fragility Unveiled? Separating Fact from Fiction in Financial Systems

Skepticism persists about the banking system. Challenges include misconceptions about banking and the impact of interest rates on lending. With len...

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Retirement 1/16/2024

Sequence Risk, What it Is, And Why It Matters In A Bear Market For Retirees

This piece illustrates how sequence risk can lead to financial success or hardship, emphasizing the need for strategic planning to ensure a secure ...

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Macro 1/12/2024

“Carmageddon”: Is The Auto Market Looking Fragile? I Believe So

The auto market is showing signs of stress. As delinquencies rise, negative equity surges, and loan demand drops, consumers face increasing fragili...

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1/9/2024

Dunham Quarterly Snapshot For Q4 2023 + Dunham Behind-The-Scenes For Q1 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...

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Macro 1/5/2024

‘Corporate Cannibalism’: How Monopoly Powers And Corporate Concentration Are Helping Widen Inequality

The article covers how corporate concentration since the 1980s. Factors like increased M&A, lax antitrust enforcement and lobbying by big firms hav...

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1/2/2024

How The ‘See And Be Seen' Restaurant Helps You Get Business

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu...

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Macro 12/29/2023

My Top Three Q4 'Morning Pours' With Must-See Updates

A special wrap-up for 2023 - reflect on insightful editions highlighting OPEC dilemmas, BRICS currency challenges, and market insights from Minsky ...

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Strategies 12/29/2023

Why Isn’t Mr. Market on the Series 7 Exam?

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...

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IRS 12/26/2023

Naughty or Nice: What the IRS Put in Our Stockings This Year

Discover 2024's IRS updates: Naughty List penalties for late filing, underpayment, and errors. Nice List perks include interest on overpayments and...

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Strategies 12/19/2023

Forget One of These Year-End Strategies, And Your Client May Never Forgive You - And Neither Will I

  This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic,...

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Macro 12/15/2023

From Stability to Instability: What We Can Learn From Minsky And Soros About Markets

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...

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