Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
IRS 7/23/2024
The IRS has updated RMD rules, changing start ages to 73 in 2024 and 75 for those born in 1960 or later. Key changes include clarified rules for in...
READ MOREMacro 7/19/2024
John Connally’s 1971 remark, “The dollar is our currency, but it’s your problem,” remains relevant as a rising dollar and Fed rate hikes cause glob...
READ MORERetirement 7/16/2024
Explore the Slinky Effect on Retirement and how to deal with the Retirement Investment Paradox. Learn how DunhamDC's innovative strategies can addr...
READ MOREDunham Deep Dive 7/12/2024
Households in the bottom 80% have been saving at negative rates, spending more than they earn due to high inflation and weak wage growth. Mortgage ...
READ MOREQuarterly Snapshot 7/9/2024
Welcome to the Q2 2024 Dunham Quarterly Snapshot. Get quick insights into the rising equity markets, global growth slowdown, and bond market improv...
READ MOREMacro 7/5/2024
Despite strong labor market claims supporting a 'soft landing' thesis, indicators like the Kansas City Fed's LMCI and Sahm Rule show signs of weakn...
READ MOREBehind The Scenes 7/3/2024
Join us as we show you through the thought process and in-depth analysis conducted by the Dunham Investment Committee. Discover the strategic adju...
READ MOREMacro 7/1/2024
China’s logistics parks face 20% vacancy as e-commerce slows. Investors see losses from overbuilt properties. U.S. new-home sales hit a low due to ...
READ MOREKnowledgeability 6/25/2024
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu...
READ MOREMacro 6/24/2024
Have you heard of a "dollar shortage"? It occurs when a country's USD outflows exceed its inflows, often due to higher import costs or internationa...
READ MOREFinancial Advisor 6/18/2024
Financial topics can be daunting for clients. Financial advisors should use analogies to make concepts clearer and more relatable. Analogies like f...
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