Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Dunham Deep Dive 3/7/2025
The Atlanta Fed’s GDPNow forecast nosedived from +4.0% to -2.4%, student loan delinquencies threaten a 129-point credit score drop, and Germany piv...
READ MORERetirement 3/4/2025
The FDA’s approval of Loyal’s longevity drug for dogs marks a breakthrough in aging science. As we extend both lifespan and healthspan in animals, ...
READ MOREDunham Deep Dive 2/28/2025
U.S. job growth is concentrated in a few sectors, heightening economic risks. The top 10% now drive nearly half of consumer spending, exposing vuln...
READ MOREcharitable remainder trust 2/25/2025
Charitable Remainder Trusts (CRTs) offer financial advisors a powerful strategy to eliminate capital gains taxes, provide client income, and create...
READ MOREDunham Deep Dive 2/21/2025
China’s luxury boom is fading fast, U.S. homeownership is slipping further out of reach, and Germany faces a political shake-up as the far-right su...
READ MOREWhite Paper 2/18/2025
Is traditional retirement planning failing retirees? With lifespans extending beyond 100 and inflation eroding purchasing power, portfolios could d...
READ MOREMacro 2/14/2025
Markets follow a predictable boom-bust cycle driven by capital expansion and contraction. Investors often focus on demand, overlooking critical sup...
READ MOREDunhamDC 2/11/2025
Market timing is the siren song of investing—tempting but dangerous. Fear and greed often drive investors to buy at highs and sell at lows. DunhamD...
READ MOREDunham Deep Dive 2/7/2025
The Buffett Indicator has surged past 200%, signaling a potential market bubble. Meanwhile, new U.S. tariffs on China could strain its already frag...
READ MORETax Strategies 2/4/2025
IRC Section 1202 offers business owners significant tax advantages, allowing up to $10M in capital gains exclusions. Financial advisors can enhance...
READ MOREDunham Deep Dive 1/31/2025
AI faces a reckoning as China’s DeepSeek disrupts the market, forcing price cuts and reshaping competition. Meanwhile, egg prices soar amid an avia...
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