Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Macro 1/23/2026
Europe’s $10 trillion gamble of dumping U.S. assets, Japan’s bond market liquidity shock, and widening AI hyperscaler credit spreads.
READ MOREQuarterly Pulse 1/20/2026
This post was authored by Adem Tumerkan, Dunham's Content Editor. If you have questions concerning today's topic, please call us at (858) 96...
READ MOREMacro 1/16/2026
Weak data doesn’t always mean safety—here’s why money supply growth, a productivity boom, and the wealth effect could push the U.S. economy toward ...
READ MORENews 1/13/2026
See how Dunham is expanding advisor support in 2026—from a $7B milestone and new brand identity to trust education, digital asset solutions, and in...
READ MOREDunham Deep Dive 1/9/2026
QE-lite is back as Fed bond buying ramps up, the private sector keeps deleveraging, and the gap between productivity and wages continues to widen a...
READ MOREEducation 1/6/2026
Learn how the Kelly Criterion helps investors and financial advisors size risk, manage volatility, and avoid costly position-sizing mistakes.
READ MOREDunham Deep Dive 1/2/2026
Banks are lending aggressively again, Canada’s stock market surged despite economic stress, and falling fertility rates pressure growth and inflation
READ MOREFinancial Planning 12/30/2025
Major ABLE account changes take effect in 2026. Learn how new age limits, contribution rules, and tax benefits impact SSI, Medicaid, and planning.
READ MOREMacro 12/26/2025
A Morning Pour year-end review revisiting five widely read macro ideas from 2025—what held up, what didn’t, and what may matter in 2026.
READ MOREEducation 12/23/2025
Market prices are set by marginal buyers and sellers, not consensus - explaining sudden volatility, liquidity shocks, and rapid repricing.
READ MOREMacro 12/19/2025
Private credit has exploded since 2008, fueling shadow banking and new risks as leverage, opaque valuations, and bank exposure keep building.
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