Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Macro 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...
READ MOREDunham Deep Dive 6/17/2024
US manufacturing investment cools, sign of slowdown? OPEC to pump more oil, prices may drop. Inflation eases, but is it a good thing, or underlying...
READ MOREFinancial Advisor 6/11/2024
Running a financial advisory practice involves more than investment advice. Outsourcing tasks like tax planning and content marketing can boost eff...
READ MOREMacro 6/7/2024
The US banking system is grappling with $517 billion in unrealized losses, credit card delinquencies, and commercial real estate defaults. With 63...
READ MOREFinancial Advisor 6/4/2024
Financial advisors help bridge the gap between perception & reality. Confused clients with mismatched economic understanding & retirement goals nee...
READ MOREDunham Deep Dive 6/3/2024
Credit card delinquencies hit a decade-high 8.9%, signaling consumer strain. The U.S. car market faces price wars due to overproduction and rising ...
READ MOREFinancial Advisor 5/28/2024
Recognizing the link between rising mental illness and poor financial outcomes is crucial. Financial stability supports mental well-being, but ment...
READ MOREMacro 5/24/2024
There is a large amount of corporate debt, especially from BBB-rated companies, that is maturing in the next three years, posing a risk if downgrad...
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