Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Dunham Deep Dive 6/17/2024
US manufacturing investment cools, sign of slowdown? OPEC to pump more oil, prices may drop. Inflation eases, but is it a good thing, or underlying... READ MORE
Financial Advisor 6/11/2024
Running a financial advisory practice involves more than investment advice. Outsourcing tasks like tax planning and content marketing can boost eff... READ MORE
Macro 6/7/2024
The US banking system is grappling with $517 billion in unrealized losses, credit card delinquencies, and commercial real estate defaults. With 63... READ MORE
Financial Advisor 6/4/2024
Financial advisors help bridge the gap between perception & reality. Confused clients with mismatched economic understanding & retirement goals nee... READ MORE
Dunham Deep Dive 6/3/2024
Credit card delinquencies hit a decade-high 8.9%, signaling consumer strain. The U.S. car market faces price wars due to overproduction and rising ... READ MORE
Financial Advisor 5/28/2024
Recognizing the link between rising mental illness and poor financial outcomes is crucial. Financial stability supports mental well-being, but ment... READ MORE
Macro 5/24/2024
There is a large amount of corporate debt, especially from BBB-rated companies, that is maturing in the next three years, posing a risk if downgrad... READ MORE
Financial Advisor 5/21/2024
Women are set to inherit $30 trillion of Baby Boomer wealth by the decade's end. This "Feminization of Wealth" signifies a major demographic shift.... READ MORE
Macro 5/17/2024
The Kansas City Fed LMCI shows a weakening U.S. labor market, signaling potential further softening. China's credit contraction pressures the gover... READ MORE
Financial Advisor 5/14/2024
As life expectancies rise, retirement planning faces challenges. Longer lifespans mean longer retirements, necessitating adjustments in financial p... READ MORE
Macro 5/13/2024
As excess savings from COVID stimulus evaporate, US consumers face challenges. High credit card debt, BNPL schemes, and rising delinquencies paint ... READ MORE
Financial Advisor 5/7/2024
Discover the implications of the "Great Wealth Transfer" for generations to come. Explore its economic impacts and how financial advisors can guid... READ MORE
Macro 5/3/2024
The US job market showing signs of cooling all around. The Japanese yen hit a 34-year low against the dollar, seemingly triggering government inter... READ MORE
Banking 4/30/2024
Explore the dynamics of government intervention and moral hazard in banking. Understand how client trust in government-backed insurance can fuel ri... READ MORE
Macro 4/26/2024
I've highlighted the looming specter of escalating trade tensions, particularly targeting China. This isn't just about economics; it's about the po... READ MORE
Retirement 4/23/2024
Explore the journey of retirement planning, filled with excitement and anxiety. Discover how financial advisors help navigate financial uncertainti... READ MORE
Dunham Deep Dive 4/22/2024
The electric vehicle sector faces challenges amid soaring Chinese exports, leading to layoffs and declining sales. Meanwhile, US inflation remains ... READ MORE
Retirement 4/16/2024
Are your clients prepared to dine comfortably in retirement? This article sheds light on the importance of budgeting for post-career meals, emphas... READ MORE
Macro 4/15/2024
The decline in birth rates poses challenges: an aging population, declining workforce, and strained social programs. Despite efforts, global ferti... READ MORE
Retirement 4/9/2024
The wealth effect, driven by rising asset values, fuels spending and early retirement. Pandemic-era stimulus amplified this trend, leading to a sur... READ MORE