Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Retirement 3/25/2025
Even at the Fed’s 2% inflation target, retirees living 30–50 years post-retirement may see their purchasing power erode dramatically. Our latest re...
READ MORERetirement 3/4/2025
The FDA’s approval of Loyal’s longevity drug for dogs marks a breakthrough in aging science. As we extend both lifespan and healthspan in animals, ...
READ MOREWhite Paper 2/18/2025
Is traditional retirement planning failing retirees? With lifespans extending beyond 100 and inflation eroding purchasing power, portfolios could d...
READ MORERetirement 1/7/2025
Generation X faces a retirement crisis, with typical savings at just $40,000 and fears of Social Security cuts looming. Debt burdens, low confidenc...
READ MOREFinancial Advisor 12/3/2024
Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ...
READ MORERetirement 10/22/2024
With longer lifespans and inflation risks affecting retirement savings, it's time to reassess traditional planning. Learn about Multi-Generation Re...
READ MORERetirement 9/10/2024
As a financial advisor, it’s crucial to protect elderly clients from rising financial scams. This guide equips you with essential tools, like Power...
READ MORERetirement 9/3/2024
Discover the biggest scams targeting Baby Boomers, from phishing to investment fraud. Explore real-life cases and understand the emotional and fina...
READ MORERetirement 8/27/2024
As Baby Boomers face retirement, they're increasingly targeted by sophisticated cyber scams and financial fraud. With over $3.4 billion lost in 202...
READ MOREDunhamDC 8/13/2024
DunhamDC helps tackle the Retirement Investment Paradox by strategically adjusting equity exposure to mitigate sequence risk while pursuing growth....
READ MORERetirement 7/16/2024
Explore the Slinky Effect on Retirement and how to deal with the Retirement Investment Paradox. Learn how DunhamDC's innovative strategies can addr...
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