Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Macro 10/24/2023
Amid greater market uncertainty, declining bank lending is indicating some potential issues. Meanwhile, a rapidly steepening yield curve may pose f...
READ MOREVolatility 10/16/2023
The "volatility tax" reveals the deceptive cost of steep portfolio losses, emphasizing the significance of understanding how money grows or shrinks...
READ MOREBehavioral Finance 10/10/2023
Understanding cognitive biases in finance is crucial. It's important to try and make rational decisions despite our complex human nature. Prospect ...
READ MORE10/4/2023
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 MORESoft Landing 10/3/2023
The U.S. economy's unexpected resilience raises concerns about complacency and "recency bias". As the media touts a 'soft landing,' history shows e...
READ MOREInverse Yield Curve 9/26/2023
When you invest in short-term debt instruments you receive a lower interest rate and when you invest in longer-term debt instruments with longer ma...
READ MOREdunham donor advised fund 9/19/2023
Donor Advised Funds (DAFs) have emerged as a powerful tool that financial advisors can utilize to effectively address client taxes, while also attr...
READ MOREDunham Onboarding Experience 9/12/2023
As a financial advisor and entrepreneur, you understand that a smooth onboarding process is not just a checklist—it is an impactful experience. Tha...
READ MORERoth Conversion 9/5/2023
If you are considering a Roth IRA conversion for its many benefits, remember to set up a Donor-Advised Fund before the end of 2023. This will not o...
READ MOREdigital marketing 8/29/2023
In today's digital age, financial advisors have numerous opportunities to enhance their practice and attract their ideal clients through digital ma...
READ MOREDivorce 8/22/2023
Many financial advisors overlook or inadequately address protecting their client’s child’s inheritance from divorce. Inheritance Trusts should be a...
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