Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Dunham Deep Dive 2/7/2025
The Buffett Indicator has surged past 200%, signaling a potential market bubble. Meanwhile, new U.S. tariffs on China could strain its already frag... READ MORE
Tax Strategies 2/4/2025
IRC Section 1202 offers business owners significant tax advantages, allowing up to $10M in capital gains exclusions. Financial advisors can enhance... READ MORE
Dunham Deep Dive 1/31/2025
AI faces a reckoning as China’s DeepSeek disrupts the market, forcing price cuts and reshaping competition. Meanwhile, egg prices soar amid an avia... READ MORE
Financial Advisor 1/28/2025
Qualified Small Business Stock (QSBS) under IRC 1202 offers business owners a chance to eliminate up to 100% of capital gains taxes. Advisors can h... READ MORE
Macro 1/24/2025
Trump’s new tariffs could reshape global trade. With steep duties on China, Canada, the EU, and Mexico, critics warn of inflation - but history tel... READ MORE
Financial Advisor 1/21/2025
The financial advisory industry faces a talent crisis as 40% of advisors retire in the next decade. Yet, this shift creates a huge opportunity. Wit... READ MORE
Dunham Deep Dive 1/17/2025
December’s inflation slowdown lifted markets, but rising oil prices & money supply could keep pressures high. The Cass Freight Index signals weakne... READ MORE
1/13/2025
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu... READ MORE
Dunham Deep Dive 1/10/2025
Climate risks push home insurance costs up 55% since 2019, with $1T in state liabilities. Corporate bankruptcies hit a 14-year high, yet tight bond... READ MORE
Retirement 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 MORE
Macro 1/3/2025
Will China’s yuan ever dethrone the U.S. dollar as the global reserve currency? The Impossible Trinity explains why the challenge is steep. See how... READ MORE
Financial Advisors 12/31/2024
As 2024 ends, we revisit our top five financial advisory articles that shaped the industry. From using analogies to attract clients to tackling seq... READ MORE
Macro 12/27/2024
Reflecting on 2024 in this special edition of The Morning Pour, we revisit three pivotal themes: the liquidity crunch in the repo market, China's m... READ MORE
Financial Advisor 12/24/2024
Discover the top books every financial advisor needs to read in 2025 -from market insights to practice management, this curated list will help you ... READ MORE
Dunham Deep Dive 12/20/2024
A looming U.S. shutdown, Fed rate cut turmoil, and Brazil’s spiraling debt crisis are shaking markets and eroding trust. With global ripples affect... READ MORE
Tax Strategies 12/17/2024
Just like the Mets’ big move signing Juan Soto, your year-end tax strategy should be a game-changer. From maximizing retirement contributions to st... READ MORE
Macro 12/13/2024
The U.S. dollar dominates global trade and finance, but its position is not without risks. Learn why its strength persists, the challenges of trade... READ MORE
Dunham Donor-Advised Fund 12/10/2024
Discover how your clients could maximize their charitable tax benefits using strategic approaches like donor-advised funds and "bunching" contribut... READ MORE
Macro 12/6/2024
The eurozone faces growing economic turmoil as Germany & France, its largest economies, stumble. With rising debts, weak growth, and structural imb... READ MORE
Financial 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 MORE