Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Dunham Deep Dive 8/30/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Home prices are nearly eight times the median income, pushing ownership out of reach. The gap between GDP and GDI signals economic imbalances, echo...

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Retirement 8/27/2024

Why Baby Boomers Are Prime Targets for Cyber Scams and Financial Fraud

As Baby Boomers face retirement, they're increasingly targeted by sophisticated cyber scams and financial fraud. With over $3.4 billion lost in 202...

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Macro 8/23/2024

Are We Already in a Recession? Labor Market Signals an Economic Downturn

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...

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High Net Worth 8/20/2024

How Financial Advisors Can Attract and Retain High-Net-Worth Clients

High-net-worth individuals face unique challenges with wealth, from legacy fears to complex financial planning. Advisors must go beyond managing as...

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Macro 8/19/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

U.S. consumers missing payments hit 3-year highs as household debt reaches $17.8T, risking economic downturn. China's falling home prices threaten ...

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DunhamDC 8/13/2024

Combatting the Retirement Investment Paradox with DunhamDC

DunhamDC helps tackle the Retirement Investment Paradox by strategically adjusting equity exposure to mitigate sequence risk while pursuing growth....

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Macro 8/9/2024

The Rise and Fall of the Vola-Saurus Rex: Wall Street’s Short Volatility Beast

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...

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Financial Advisor 8/6/2024

How to Preserve Generational Wealth During the $84 Trillion Wealth Transfer

Discover effective strategies for preserving generational wealth during the $84 trillion Great Wealth Transfer. Learn about trusts, financial liter...

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Macro 8/2/2024

Auto Sector Crisis Deepens: Will It Get Worse?

Rising inventory and falling sales plague the auto sector. High car prices and tight credit make auto loans essential but unaffordable for many. Au...

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Knowledgeability 7/30/2024

Does It Pay To Be Pushy?

“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...

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Mid-Year Outlook 7/29/2024

Dunham 2024 Mid-Year Market Outlook: Key Insights, Economic Analysis, and Portfolio Strategies

Discover the Dunham 2024 Mid-Year Market Outlook with key insights on consumer spending, real estate, interest rates, and equities. Read our compre...

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