Blog | Dunham

Financial Advisor 6/11/2024

Elevate Your Practice: Outsourcing Essentials for Independent Financial Advisors

Running a financial advisory practice involves more than investment advice. Outsourcing tasks like tax planning and content marketing can boost eff...

Macro 6/7/2024

Rising Number of FDIC Problem Banks Signals Serious Downside Risks Ahead

The US banking system is grappling with $517 billion in unrealized losses, credit card delinquencies, and commercial real estate defaults. With 63...

Financial Advisor 6/4/2024

Lost in the Financial Frenzy? A Financial Advisor Can Help Cut Through the Noise

Financial advisors help bridge the gap between perception & reality. Confused clients with mismatched economic understanding & retirement goals nee...

Dunham Deep Dive 6/3/2024

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

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 ...

Financial Advisor 5/28/2024

Stressed About the Nest Egg? How Mental Health Can Derail Retirement Dreams

Recognizing the link between rising mental illness and poor financial outcomes is crucial. Financial stability supports mental well-being, but ment...

Macro 5/24/2024

A Looming Wall Of Corporate Debt: The Threat of 'Fallen Angels'

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...

Financial Advisor 5/21/2024

The Feminization of Wealth and the Role of DunhamDC

Women are set to inherit $30 trillion of Baby Boomer wealth by the decade's end. This "Feminization of Wealth" signifies a major demographic shift....

Macro 5/17/2024

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

The Kansas City Fed LMCI shows a weakening U.S. labor market, signaling potential further softening. China's credit contraction pressures the gover...

Financial Advisor 5/14/2024

Financial Planning In An Era Of Longer Lifespans: What You Need To Know

As life expectancies rise, retirement planning faces challenges. Longer lifespans mean longer retirements, necessitating adjustments in financial p...

Macro 5/13/2024

Economic Crossroads: What Lies Ahead for Consumers as Excess Savings Evaporates?

As excess savings from COVID stimulus evaporate, US consumers face challenges. High credit card debt, BNPL schemes, and rising delinquencies paint ...

Financial Advisor 5/7/2024

The Great Wealth Transfer: Here’s What You Need To Know

Discover the implications of the "Great Wealth Transfer" for generations to come. Explore its economic impacts and how financial advisors can guid...