Blog | Dunham

Macro 12/13/2024

The U.S. Dollar’s Global Dominance: Perks, Pitfalls, and the Peril of Losing It

The U.S. dollar dominates global trade and finance, but its position is not without risks. Learn why its strength persists, the challenges of trade...

Dunham Donor-Advised Fund 12/10/2024

Your Clients May Be Missing Thousands in Charitable Tax Benefits - Here is Why

Discover how your clients could maximize their charitable tax benefits using strategic approaches like donor-advised funds and "bunching" contribut...

Macro 12/6/2024

Fragile by Design? Why the Euro Struggles to Rival the U.S. Dollar

The eurozone faces growing economic turmoil as Germany & France, its largest economies, stumble. With rising debts, weak growth, and structural imb...

Financial Advisor 12/3/2024

Why Financial Advisors Could Be Approaching a Major Opportunity

Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ...

Dunham Deep Dive 11/29/2024

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

Q3 GDP rose 2.8%, powered by defense spending but raising concerns about inflation and rising debt. The U.S. Treasury faces a $7 trillion refinanci...

Financial Advisor 11/26/2024

10 Creative Gift Ideas for Financial Advisors to Impress Clients Under $100

Finding the perfect gift for clients doesn’t have to be a challenge. Discover 10 thoughtful and creative gift ideas under $100 tailored for financi...

Dunham Deep Dive 11/22/2024

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

From U.S. grads grappling with debt and fewer jobs to Japan’s inflation-hit households cutting back, and Germany’s economic slowdown threatening th...

Client Acquisition 11/19/2024

Client Acquisition Strategies for Financial Advisors: How to Attract New Clients

As a financial advisor, you grow client relationships one interaction at a time. Find out how to get in front of new clients using simple, powerful...

Dunham Deep Dive 11/15/2024

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

Here are three financial trends shaping the global economy: China’s $1 trillion trade surplus, the rise of double defaults in commercial real estat...

Estate Planning 11/12/2024

Is the Tax Cuts and Jobs Act Facing a 2026 Sunset or an Extended Twilight?

Is the Tax Cuts and Jobs Act set for a 2026 sunset, or could an extension offer temporary tax relief? We examine potential impacts on estate planni...

Macro 11/8/2024

Emerging Markets: The Good, the Bad, and What You Need to Know

Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot...