Blog

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

News 4/1/2024

Dunham's April Fools' Delight - Here's What You Missed

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, pl...

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Macro 3/28/2024

My Top Q1-2024 'Morning Pours' With Must-See Updates

Concerns over auto market dynamics have persisted since January as subprime loan delinquencies surge. Banks also grapple with commercial real estat...

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Retirement 3/26/2024

Don’t Forget About Sequence Risk, the Overlooked Threat to Financial Sustainability in Retirement

In a modern twist, Cinderella's inheritance choice teaches a valuable lesson on retirement planning. Opting for stability over glamour, she avoids ...

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Macro 3/22/2024

Trade Wars Redux? China's Manufacturing Glut and Its Global Implications

Amid China's economic struggles, it's resorting to aggressive measures. Increasing manufacturing investment to offset property market woes may exac...

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Financial Advisor 3/19/2024

Empowering Women's Financial Futures: Insights from MaryGrace Musuneggi

Through her insights and advocacy, MaryGrace continues to pave the way for women to seize control of their financial futures, demonstrating that re...

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Dunham Deep Dive 3/15/2024

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

National FICO credit score dips for the first time in 10 years. Rising missed payments and debt levels drive concerns. China's property market slum...

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Macro 3/12/2024

Beyond The Politics: Presidential Elections and Economic Realities

Dive into 2024's economic terrain beyond Fed talks: the presidential election looms. As advisors, let's focus on facts, not politics, to guide clie...

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Macro 3/8/2024

Banks on Shaky Ground as Liquidity Dries Up - Here's What I'm Looking At

Rising loan losses, dwindling liquidity, and the Fed's tightening plague banks. With the emergency lending program ending and Fed tightening suckin...

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News 3/7/2024

Catch Our CIO Discussing Market Insights on The Schwab Network

Our Chief Investment Officer – Ryan J. Dykmans - was invited to appear on the live Schwab Network program, "The Watch List," to share his insights ...

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Macro 3/5/2024

Credit Hangover? Why Rising Delinquencies May Challenge the "Soft Landing" Narrative

Rising consumer debt and delinquencies paint a concerning picture, despite a strong labor market. This article explores the potential economic vuln...

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Dunham Deep Dive 3/1/2024

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

Dunham Deep Dive breaks down 3 key stories: 1) Opaque valuations threaten $1.7 trillion private credit market. 2) Rising rates squeeze consumers mo...

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