Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Dunham Deep Dive 4/25/2025
The Buffett Indicator's 13.5% drop, America's record $26T net debt to the world, and Japan's weakening demand show deeper cracks forming beneath th... READ MORE
Macro 4/22/2025
Understand what a weakening U.S. dollar means for your clients. This guide helps financial advisors explain the risks, investment impacts, inflatio... READ MORE
Dunham Deep Dive 4/17/2025
OPEC shocks markets with a surprise oil supply surge, China’s economy leans dangerously on exports, and Japan faces a record demographic decline. E... READ MORE
Dunham DC 4/15/2025
DunhamDC triggered a SELL signal following a sharp market rebound, reducing equity exposure as investor sentiment turned exuberant. Discover what d... READ MORE
Macro 4/11/2025
What starts as a trade war can quickly escalate into a currency war. As nations devalue their currencies to offset tariffs and boost exports, the r... READ MORE
DunhamDC 4/8/2025
When panic strikes and the VIX surges, history shows it may be a time to buy. Learn how DunhamDC's strategy is capitalizing on volatility with syst... READ MORE
Dunham Deep Dive 4/4/2025
U.S. import dependency hits 70-year highs, auto loan delinquencies spike to levels not seen since 2008, and investor sentiment turns sharply bearis... READ MORE
LSEG Lipper Awards 4/3/2025
Two Dunham mutual funds earned 2025 LSEG Lipper Awards. Learn how our analyst-driven process and institutional sub-adviser selection strategy are d... READ MORE
4/1/2025
Explore the new Dunham Quarterly Pulse — a focused, insight-driven report combining our best investment thinking with key market trends, strategy u... READ MORE
Macro 3/28/2025
From gold to floating currencies, the world has seen multiple monetary resets. Now, a proposed “Mar-a-Lago Accord” hints at another shift. Could gl... READ MORE
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 MORE
Dunham Deep Dive 3/21/2025
Government hiring has quietly driven job growth—but may now reverse. Meanwhile, credit access is tightening as consumer stress rises. And global un... READ MORE
DunhamDC 3/18/2025
As markets tumbled and fear took hold, DunhamDC took a different approach—buying while others sold. Sticking to a disciplined strategy, we focused ... READ MORE
Macro 3/14/2025
The U.S. housing market is at a crossroads. Prices remain high, but affordability is collapsing. Rising interest rates, climate risks, and supply s... READ MORE
Financial Advisors 3/11/2025
Many financial advisors are closer than they think to unlocking sustainable, predictable growth. Like R.U. Darby, who stopped just three feet from ... READ MORE
Dunham Deep Dive 3/7/2025
The Atlanta Fed’s GDPNow forecast nosedived from +4.0% to -2.4%, student loan delinquencies threaten a 129-point credit score drop, and Germany piv... READ MORE
Retirement 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 MORE
Dunham Deep Dive 2/28/2025
U.S. job growth is concentrated in a few sectors, heightening economic risks. The top 10% now drive nearly half of consumer spending, exposing vuln... READ MORE
charitable remainder trust 2/25/2025
Charitable Remainder Trusts (CRTs) offer financial advisors a powerful strategy to eliminate capital gains taxes, provide client income, and create... READ MORE
Dunham Deep Dive 2/21/2025
China’s luxury boom is fading fast, U.S. homeownership is slipping further out of reach, and Germany faces a political shake-up as the far-right su... READ MORE