Blog | Dunham

CRT 11/4/2025

The Last Full Year to Maximize Charitable Deductions — Why Advisors Should Act Before the 2026 OBBBA Changes

2025 is the last full year to maximize charitable deductions before new OBBBA rules take effect. Learn how a CRT–DAF strategy can help clients elim...

Macro 10/31/2025

Is the AI Bubble Primed To Burst? These Three Things Show Trouble Ahead

AI’s rise has sparked record spending, soaring valuations, and global shortages—but history shows every boom plants the seeds of its own decline. F...

Behavioral Finance 10/28/2025

10 Behavioral Biases Every Financial Advisor Should Know

Clients don't often fail because of bad planning — they fail because of emotion. From loss aversion to recency bias, these 10 behavioral pitfalls s...

10/24/2025

Unprofitable Stocks Surge, States Slip Into Recession, and Money Velocity Falls

Unprofitable stocks are soaring as investors bet on Fed rate cuts, liquidity lifts riskier names, and half of America quietly slips toward recessio...

Commentary 10/21/2025

Ken Griffin, Ray Dalio & Jamie Dimon on Markets, Inflation, and AI

Ken Griffin, Ray Dalio, and Jamie Dimon share candid insights on markets, inflation, and the rise of AI. From persistent inflation and fiscal strai...

Macro 10/17/2025

China vs. the E.U.: The Trade War Nobody Is Talking About (Yet)

China’s export surge to Europe is fueling new tariffs, trade probes, and rising tensions. With the E.U.’s deficit topping €300 billion, Brussels is...

Quarterly Pulse 10/16/2025

The Q3 2025 Dunham Quarterly Pulse: Trends, Risks & Strategies

The Q3 2025 Dunham Quarterly Pulse explores how declining policy uncertainty, global rate cuts, and record household wealth are shaping markets. Di...

Taxes 10/15/2025

2026 IRS Inflation Adjustments: Key Tax Bracket, Deduction, and Credit Changes Advisors Should Know

The IRS has released its 2026 inflation adjustments under Revenue Procedure 2025-32, revising over 60 tax provisions. See how new tax brackets, ded...

Dunham Deep Dive 10/10/2025

Fake Loan Collateral, Tightening Liquidity, and Gold’s Comeback

From fake collateral scandals to tightening bank liquidity and gold’s resurgence in global reserves, the financial system is shifting beneath the s...

ThinkAdvisor Luminaries 10/7/2025

Dunham Earns Double Recognition in the ThinkAdvisor 2025 Luminaries Awards

Dunham has been named a finalist in two categories at the ThinkAdvisor 2025 Luminaries Awards, honoring firms driving innovation and lasting impact...

Macro 10/3/2025

Bank Reserves Are Shrinking — Is a Liquidity Crunch Next?

U.S. bank reserves are shrinking at their fastest pace in years — slipping below $3 trillion and draining liquidity from the system. History shows ...