Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Dunham Deep Dive 2/7/2025

Overvalued Markets, China’s Trade Dilemma, and Easing Liquidity

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

Maximizing IRC 1202 Tax Benefits "Stacking & Packing" for QSBS Gains

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 Shake-Up, "Eggflation", and the Market’s Hidden Leverage Bet

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

Understanding QSBS & IRC 1202: A Key Tax Strategy for Business Sales

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 Tariff Policy Explained: Winners, Losers & its Global Impact

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 Great Financial Advisor Shortage: A Growing Imbalance and the Untapped Opportunity

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

Slower Inflation Hopes, A Shipping Slump, and A Population Surge - Key Trends to Watch

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

Portfolio Reviews and Doctor Appointments: More Similar Than Different

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

Trillion-Dollar Climate Liabilities, Corporate Bankruptcies, and China's Economic Slump

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

Gen X’s Retirement Crisis: Challenges and Opportunities

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

The Impossible Trinity: Why China’s Yuan May Never Replace the Dollar

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

Our Five Most Popular Articles of 2024: Financial Insights for Advisors

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

My Top Three ‘Morning Pours’ of 2024 — Updated with Must-See Insights

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

Must-Read Books for Financial Advisors to Kickstart 2025

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

Looming Government Shutdown, Rate Cut Turmoil, and Brazil’s Economic Crisis

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

Like the Mets Landing Juan Soto, Your Year-End Tax Strategy Should Be a Game-Changer

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’s Global Dominance: Perks, Pitfalls, and the Peril of Losing It

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

Your Clients May Be Missing Thousands in Charitable Tax Benefits - Here is Why

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

Fragile by Design? Why the Euro Struggles to Rival the U.S. Dollar

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

Why Financial Advisors Could Be Approaching a Major Opportunity

Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ... READ MORE