Blog

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

Retirement 4/23/2024

Preparing for Retirement: Understanding Challenges and 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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Retirement 4/16/2024

“Eating Your Retirement Funds”: How Food Erodes Your Nest Egg

Are your clients prepared to dine comfortably in retirement? This article sheds light on the importance of budgeting for post-career meals, emphas...

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Macro 4/15/2024

They Say Demographics Are Destiny: If So, Things May Look Pretty Bleak

The decline in birth rates poses challenges: an aging population, declining workforce, and strained social programs. Despite efforts, global ferti...

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Retirement 4/9/2024

Riding the Wave: Exploring the Surging Retirement Boom Amidst the Wealth Effect

The wealth effect, driven by rising asset values, fuels spending and early retirement. Pandemic-era stimulus amplified this trend, leading to a sur...

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Dunham Deep Dive 4/5/2024

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

Amidst a bird flu outbreak in the US, egg prices may soar as supply dwindles. Meanwhile, corporate bankruptcies surge, signaling economic instabili...

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DunhamDC 4/2/2024

DunhamDC: Turning Fear And Greed Into A Strategic Advantage

DunhamDC: a unique and timeless way of investing by leveraging market sentiment through an unemotional and disciplined algorithm. Buy fear, sell gr...

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Behind The Scenes 4/1/2024

Dunham Behind the Scenes: Q2-2024

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol...

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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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