Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Macro 3/5/2024
Rising consumer debt and delinquencies paint a concerning picture, despite a strong labor market. This article explores the potential economic vuln... READ MORE
Dunham Deep Dive 3/1/2024
Dunham Deep Dive breaks down 3 key stories: 1) Opaque valuations threaten $1.7 trillion private credit market. 2) Rising rates squeeze consumers mo... READ MORE
Macro 2/28/2024
Dive into the crucial yet overlooked realm of the Overnight Reverse Repo market and its potential implications throughout 2024. READ MORE
Retirement 2/27/2024
In retirement planning, understanding realistic spending patterns is crucial. Contrary to the assumption of increasing spending, retirees often exp... READ MORE
News 2/22/2024
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
DunhamDC 2/20/2024
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, pl... READ MORE
Dunham Deep Dive 2/20/2024
This week's Dunham Deep Dive covers the staggering $929 billion in commercial property loans set to mature, the alarming plunge in US retail sales ... READ MORE
Retirement 2/13/2024
Explore the truth behind four retirement myths and learn to navigate around these with clarity and greater confidence. READ MORE
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
Learn about 4 common cognitive biases that affect investor decision-making. Avoid emotional investing mistakes and make smarter financial choices. 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 can threaten retirees by eroding portfolios during market downturns. Even with the same average returns, poor timing can lead to fina... 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