Blog | Dunham

Charitable Giving 9/30/2025

High Earners Beware: The OBBBA Haircut and Shave Could Slash Your Charitable Deductions

High earners face new limits on charitable deductions under OBBBA starting in 2026, with both a “haircut” and a “shave” on tax benefits. Donor-advi...

Dunham Deep Dive 9/26/2025

AI’s Risky Loop, Student Debt Crunch, & America’s Unbalanced Consumer

The AI boom’s financing loops echo the dot-com bubble, with suppliers bankrolling buyers to fuel demand. At the same time, one-third of student bor...

Financial Advisor 9/23/2025

6 Prospecting Hacks Every Advisor Needs to Attract More Clients

Many advisors ask us: “How can I market better?” The answer isn’t more hustle — it’s smarter systems. Discover 6 prospecting hacks to multiply your...

Dunham Deep Dive 9/19/2025

Treasury’s Cash Drain, France’s Debt Spiral, & China’s Price Wars

The Treasury’s cash rebuild could drain liquidity, France’s debt spiral is flashing eurozone warning signs, and China’s price wars risk fueling a d...

Taxes 9/16/2025

The Phaseologist: Vanishing Deductions and Hidden Tax Brackets

Hidden tax phaseouts can quietly erase deductions as income rises — creating “invisible” tax brackets. Learn where SALT, senior, and other benefits...

9/12/2025

The U.S. Labor Market Is Slowing — and Massive Job Revisions Reveal It’s Been Happening for Years

The U.S. labor market slowdown isn’t new. Revisions show nearly a million jobs overstated, with ADP and BLS data diverging and government hiring ma...

Financial Advisor 9/9/2025

Everyone Should Have The Opportunity To Say No

Many advisors hesitate to ask friends for business, fearing rejection or awkwardness. But avoiding the conversation means making the decision for t...

Dunham Deep Dive 9/5/2025

America’s Auto Debt Trap, Britain’s Gilt Meltdown, and China’s Banking Squeeze

Seven-year auto loans hit a record 21.6% of U.S. financing, the U.K. faces a gilt yield surge not seen since 1998, and Chinese banks are bleeding m...

Financial Planning 9/2/2025

Childfree Financial Planning: Strategies for Couples and Individuals Without Kids

Childfree individuals and couples face unique financial challenges and opportunities. From estate planning and savings strategies to charitable giv...

Macro 8/29/2025

Debt Cycles 102: How Debt Fueled History’s Greatest Bubbles and Market Crashes

Debt Cycles 102 explores how debt fueled some of history’s biggest bubbles — from tulips to railroads. Different assets, same story: easy credit, s...

Financial Advisor 8/26/2025

Financial Advisor Marketing Strategies 2025: What Works Now (and What Doesn’t)

Financial advisor marketing has changed: clients want education, not sales pitches. Learn why content, SEO, and authentic social presence are now t...