Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Retirement 8/27/2024
As Baby Boomers face retirement, they're increasingly targeted by sophisticated cyber scams and financial fraud. With over $3.4 billion lost in 202...
READ MOREMacro 8/23/2024
The U.S. economy may be on the brink of a recession, with revised employment data revealing the worst job losses since 2009. The Sahm Rule is signa...
READ MOREHigh Net Worth 8/20/2024
High-net-worth individuals face unique challenges with wealth, from legacy fears to complex financial planning. Advisors must go beyond managing as...
READ MOREMacro 8/19/2024
U.S. consumers missing payments hit 3-year highs as household debt reaches $17.8T, risking economic downturn. China's falling home prices threaten ...
READ MOREDunhamDC 8/13/2024
DunhamDC helps tackle the Retirement Investment Paradox by strategically adjusting equity exposure to mitigate sequence risk while pursuing growth....
READ MOREMacro 8/9/2024
Wall Street’s beloved 'Vola-Saurus Rex' – the bloated beast of low volatility bets – met its untimely demise in a whirlwind of economic fears. Inve...
READ MOREFinancial Advisor 8/6/2024
Discover effective strategies for preserving generational wealth during the $84 trillion Great Wealth Transfer. Learn about trusts, financial liter...
READ MOREMacro 8/2/2024
Rising inventory and falling sales plague the auto sector. High car prices and tight credit make auto loans essential but unaffordable for many. Au...
READ MOREKnowledgeability 7/30/2024
“Pushy” is a word with negative connotations. No one wants to shop in a store with an aggressive salesperson hanging over your shoulder. Suppose w...
READ MOREMid-Year Outlook 7/29/2024
Discover the Dunham 2024 Mid-Year Market Outlook with key insights on consumer spending, real estate, interest rates, and equities. Read our compre...
READ MOREIRS 7/23/2024
The IRS has updated RMD rules, changing start ages to 73 in 2024 and 75 for those born in 1960 or later. Key changes include clarified rules for in...
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