Blog

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

Dunham Deep Dive 11/22/2024

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

From U.S. grads grappling with debt and fewer jobs to Japan’s inflation-hit households cutting back, and Germany’s economic slowdown threatening th...

READ MORE

Client Acquisition 11/19/2024

Client Acquisition Strategies for Financial Advisors: How to Attract New Clients

As a financial advisor, you grow client relationships one interaction at a time. Find out how to get in front of new clients using simple, powerful...

READ MORE

Dunham Deep Dive 11/15/2024

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

Here are three financial trends shaping the global economy: China’s $1 trillion trade surplus, the rise of double defaults in commercial real estat...

READ MORE

Estate Planning 11/12/2024

Is the Tax Cuts and Jobs Act Facing a 2026 Sunset or an Extended Twilight?

Is the Tax Cuts and Jobs Act set for a 2026 sunset, or could an extension offer temporary tax relief? We examine potential impacts on estate planni...

READ MORE

Macro 11/8/2024

Emerging Markets: The Good, the Bad, and What You Need to Know

Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot...

READ MORE

Financial Advisor 11/5/2024

Seven Arrows for Financial Advisors Helping Clients Sell Businesses and Real Estate

Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a...

READ MORE

Macro 11/1/2024

The De-Dollarization Dream: Why a BRICS Currency Is Still Out of Reach

Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h...

READ MORE

10/29/2024

Tax Changes for 2025: What You Need to Know for Estate Planning, Retirement, and Business Taxes

Discover the key tax changes for 2025 affecting estate planning, retirement accounts, and business taxes. With new thresholds for capital gains, re...

READ MORE

Dunham Deep Dive 10/25/2024

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

Shrinkflation is shrinking product sizes while prices remain unchanged, hitting one-third of everyday items. Meanwhile, the CPI misses key costs li...

READ MORE

Retirement 10/22/2024

How Many Retirements Can One Generation Support?

With longer lifespans and inflation risks affecting retirement savings, it's time to reassess traditional planning. Learn about Multi-Generation Re...

READ MORE

Macro 10/18/2024

The Rise of Fiscal Dominance: A Tug-of-War Between the Fed and Treasury

As the 2024 elections approach, U.S. deficits are set to rise regardless of who wins. Fiscal dominance - where government borrowing overpowers the ...

READ MORE