2 minute read
We're excited to invite you to our latest quarterly update: 'Behind the Scenes of Your Dunham Portfolio' for Q3 2024.
Join us as we show you through the thought process and in-depth analysis conducted by the Dunham Investment Committee.
Discover the strategic adjustments made to our asset allocation for the third quarter of 2024, designed to optimize your portfolio's performance.
Click below to watch the brief video to gain a deeper understanding of the decisions that drive our investments.
Enjoy the insights.
In Other News:
Our Chief Investment Officer – Ryan Dykmans, CFA - was invited back to appear on the live Schwab Network program to share his insights on macroeconomic trends and market perspectives.
During his appearance, Ryan covered a range of topics that are pertinent to investors, including:
· Market Resilience and Some Underestimated Risks
· Focus on Value in Volatile Times
· Cautious Stance on Commodities
We encourage you to click the link below and tune in to hear his views firsthand.
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Disclosure:
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax, or investment advice or an investment recommendation, or as a substitute for legal counsel. Any investment products or services named herein are for illustrative purposes only and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy, or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance.
Schwab Network and Dunham & Associates Investment Counsel, Inc are not affiliated entities.
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc.