Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Retirement 1/7/2025
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
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
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
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
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
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
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 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
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
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
Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ... READ MORE
Dunham Deep Dive 11/29/2024
Q3 GDP rose 2.8%, powered by defense spending but raising concerns about inflation and rising debt. The U.S. Treasury faces a $7 trillion refinanci... READ MORE
Financial Advisor 11/26/2024
Finding the perfect gift for clients doesn’t have to be a challenge. Discover 10 thoughtful and creative gift ideas under $100 tailored for financi... READ MORE
Dunham Deep Dive 11/22/2024
From U.S. grads grappling with debt and fewer jobs to Japan’s inflation-hit households cutting back, and Germany’s economic slowdown threatening th... READ MORE
Client Acquisition 11/19/2024
As a financial advisor, you grow client relationships one interaction at a time. Find out how to get in front of new clients using simple, powerful... READ MORE
Dunham Deep Dive 11/15/2024
Here are three financial trends shaping the global economy: China’s $1 trillion trade surplus, the rise of double defaults in commercial real estat... READ MORE
Estate Planning 11/12/2024
Is the Tax Cuts and Jobs Act set for a 2026 sunset, or could an extension offer temporary tax relief? We examine potential impacts on estate planni... READ MORE
Macro 11/8/2024
Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot... READ MORE
Financial Advisor 11/5/2024
Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a... READ MORE
Macro 11/1/2024
Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h... READ MORE