Blog

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

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...

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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....

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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...

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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...

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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 ...

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Financial Advisor 5/7/2024

The Great Wealth Transfer: What Financial Advisors 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...

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Macro 5/3/2024

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

The US job market showing signs of cooling all around. The Japanese yen hit a 34-year low against the dollar, seemingly triggering government inter...

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Banking 4/30/2024

Is Our Financial System Facing the Consequences of Moral Hazard?

Explore the dynamics of government intervention and moral hazard in banking. Understand how client trust in government-backed insurance can fuel ri...

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Macro 4/26/2024

Trading Shots: Escalating Trade Wars and Echoes from the Great Depression

I've highlighted the looming specter of escalating trade tensions, particularly targeting China. This isn't just about economics; it's about the po...

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Retirement 4/23/2024

Preparing for Retirement: Overcoming Challenges and Exploring Income Options.

Explore the journey of retirement planning, filled with excitement and anxiety. Discover how financial advisors help navigate financial uncertainti...

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Dunham Deep Dive 4/22/2024

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

The electric vehicle sector faces challenges amid soaring Chinese exports, leading to layoffs and declining sales. Meanwhile, US inflation remains ...

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