Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Macro 2/9/2024
The commercial real estate market's fragility threatens smaller banks, as shown by NYCB's drastic stock plunge due to Q4-2023 losses. Banks shift ... READ MORE
Behavioral Finance 2/6/2024
Explore the top 4 cognitive biases - Endowment Effect, Information Asymmetry, Recency Bias, and Present Bias - that impact investment decisions. Le... READ MORE
Macro 2/5/2024
The U.S. consumer, a key economic driver, displays resilience amid volatility. However, growing concerns arise as recency bias may mask underlying ... READ MORE
Financial Advisors 1/30/2024
Here is timeless investor wisdom we can learn from Mr. Market. What is Mr. Market? Find out as we explore Benjamin Graham and Warren Buffett's prin... READ MORE
Macro 1/26/2024
U.S. banks face a ticking time bomb in commercial real estate, with smaller banks sitting on a pile of souring loans. This market stress is driven ... READ MORE
Macro 1/25/2024
China's economy faces challenges: anemic consumer demand, soaring debt, deflation, eroding private business investment, and high youth unemployment... READ MORE
Financial Advisor 1/23/2024
The Fujiwhara effect, a meteorological rarity, mirrors a financial convergence: Baby Boomers' mass retirement and escalating market volatility. Wit... READ MORE
Macro 1/19/2024
Skepticism persists about the banking system. Challenges include misconceptions about banking and the impact of interest rates on lending. With len... READ MORE
Retirement 1/16/2024
Sequence risk, the order of investment returns, can make or break retirements. Learn how market downturns paired with withdrawals impact portfolios... READ MORE
Macro 1/12/2024
The auto market is showing signs of stress. As delinquencies rise, negative equity surges, and loan demand drops, consumers face increasing fragili... READ MORE
1/9/2024
This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol... READ MORE
Macro 1/5/2024
The article covers how corporate concentration since the 1980s. Factors like increased M&A, lax antitrust enforcement and lobbying by big firms hav... READ MORE
Knowledgeability 1/2/2024
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu... READ MORE
Macro 12/29/2023
A special wrap-up for 2023 - reflect on insightful editions highlighting OPEC dilemmas, BRICS currency challenges, and market insights from Minsky ... READ MORE
Strategies 12/29/2023
Who is Mr. Market? And Why isn't he on the Series 7 exam? Graham's concept personifies stock market volatility. His mood swings between optimism an... READ MORE
IRS 12/26/2023
Discover 2024's IRS updates: Naughty List penalties for late filing, underpayment, and errors. Nice List perks include interest on overpayments and... READ MORE
Strategies 12/19/2023
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic,... READ MORE
Macro 12/15/2023
Markets don't move in stability but thrive in flux. Minsky's Financial Instability Hypothesis and Soros's Theory of Reflexivity unveil the dance of... READ MORE
Financial Advisors 12/12/2023
Discover how financial advisors navigate bear markets with proactive planning, market insight, and strong client communication. Learn the three pil... READ MORE
Macro 12/8/2023
Global anxiety brews over the potential for a declining U.S. dollar. Triffin's Dilemma unveils a paradox: a reserve currency requires deficits, bu... READ MORE