Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Behind The Scenes 10/1/2024
An Inside Look at Dunham’s Q4 2024 Portfolio Strategy: See how Dunham’s Investment Committee maneuvered around the Fed's first rate cut in four yea... READ MORE
Macro 9/27/2024
Mortgage refinancing surges as rates hit a 2-year low, offering savings but with upfront costs that may take years to recoup. Meanwhile, the U.S. s... READ MORE
Financial Advisor 9/24/2024
Women are set to control $30 trillion in financial assets by 2030, driving a major shift in wealth management. As female economic power grows, fina... READ MORE
Dunham Deep Dive 9/20/2024
Multifamily housing completions hit a 50-year high in August, which could ease rents and help affordability. Meanwhile, the Fed's aggressive rate c... READ MORE
News 9/17/2024
Dunham is proud to be named a finalist for ThinkAdvisor’s 2024 Luminaries Award in Innovation. This recognition highlights our dedication to delive... READ MORE
Macro 9/13/2024
Missed student loan payments are set to impact credit scores starting next month, as the effects of pandemic-era relief fade. Discover how this shi... READ MORE
Retirement 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 MORE
Macro 9/6/2024
The yield curve just un-inverted, which might seem positive - but history tells a different story. An un-inversion often signals economic trouble a... READ MORE
Retirement 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 MORE
Dunham Deep Dive 8/30/2024
Home prices are nearly eight times the median income, pushing ownership out of reach. The gap between GDP and GDI signals economic imbalances, echo... READ MORE
Retirement 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 MORE
Macro 8/23/2024
The U.S. economy may be on the brink of a recession, with revised employment data revealing the worst job losses since 2009. The Sahm Rule is signa... READ MORE
High Net Worth 8/20/2024
High-net-worth individuals face unique challenges with wealth, from legacy fears to complex financial planning. Advisors must go beyond managing as... READ MORE
Macro 8/19/2024
U.S. consumers missing payments hit 3-year highs as household debt reaches $17.8T, risking economic downturn. China's falling home prices threaten ... READ MORE
DunhamDC 8/13/2024
DunhamDC helps tackle the Retirement Investment Paradox by strategically adjusting equity exposure to mitigate sequence risk while pursuing growth.... READ MORE
Macro 8/9/2024
Wall Street’s beloved 'Vola-Saurus Rex' – the bloated beast of low volatility bets – met its untimely demise in a whirlwind of economic fears. Inve... READ MORE
Financial Advisor 8/6/2024
Discover effective strategies for preserving generational wealth during the $84 trillion Great Wealth Transfer. Learn about trusts, financial liter... READ MORE
Macro 8/2/2024
Rising inventory and falling sales plague the auto sector. High car prices and tight credit make auto loans essential but unaffordable for many. Au... READ MORE
Knowledgeability 7/30/2024
“Pushy” is a word with negative connotations. No one wants to shop in a store with an aggressive salesperson hanging over your shoulder. Suppose w... READ MORE
Mid-Year Outlook 7/29/2024
Discover the Dunham 2024 Mid-Year Market Outlook with key insights on consumer spending, real estate, interest rates, and equities. Read our compre... READ MORE