Blog | Dunham

Dunham Deep Dive 2/28/2025

Narrowing Job Growth, Consumer Spending Risks, and OPEC’s Dilemma

U.S. job growth is concentrated in a few sectors, heightening economic risks. The top 10% now drive nearly half of consumer spending, exposing vuln...

charitable remainder trust 2/25/2025

What Is a Charitable Remainder Trust (CRT)? A Guide for Financial Advisors

Charitable Remainder Trusts (CRTs) offer financial advisors a powerful strategy to eliminate capital gains taxes, provide client income, and create...

Dunham Deep Dive 2/21/2025

China's Luxury Slump, Housing Affordability Crisis, and Germany’s Political Shift

China’s luxury boom is fading fast, U.S. homeownership is slipping further out of reach, and Germany faces a political shake-up as the far-right su...

White Paper 2/18/2025

Is a New Retirement Crisis Ahead? Dunham’s White Paper Explores Longevity, Inflation, and Future Planning

Is traditional retirement planning failing retirees? With lifespans extending beyond 100 and inflation eroding purchasing power, portfolios could d...

Macro 2/14/2025

The Capital Cycle: Do Supply Trends Drive Markets More Than Demand?

Markets follow a predictable boom-bust cycle driven by capital expansion and contraction. Investors often focus on demand, overlooking critical sup...

DunhamDC 2/11/2025

Buy Fear, Sell Greed: The Investment Strategy Billionaires Use - And How You Can Too

Market timing is the siren song of investing—tempting but dangerous. Fear and greed often drive investors to buy at highs and sell at lows. DunhamD...

Dunham Deep Dive 2/7/2025

Buffet Indicator Flashing, China’s Trade Dilemma, and Easing Liquidity

The Buffett Indicator has surged past 200%, signaling a potential market bubble. Meanwhile, new U.S. tariffs on China could strain its already frag...

Tax Strategies 2/4/2025

Maximizing IRC 1202 Tax Benefits "Stacking & Packing" for QSBS Gains

IRC Section 1202 offers business owners significant tax advantages, allowing up to $10M in capital gains exclusions. Financial advisors can enhance...

Dunham Deep Dive 1/31/2025

AI Shake-Up, "Eggflation", and the Market’s Hidden Leverage Bet

AI faces a reckoning as China’s DeepSeek disrupts the market, forcing price cuts and reshaping competition. Meanwhile, egg prices soar amid an avia...

Financial Advisor 1/28/2025

Understanding QSBS & IRC 1202: A Key Tax Strategy for Business Sales

Qualified Small Business Stock (QSBS) under IRC 1202 offers business owners a chance to eliminate up to 100% of capital gains taxes. Advisors can h...

Macro 1/24/2025

Trump’s Tariff Policy Explained: Winners, Losers & its Global Impact

Trump’s new tariffs could reshape global trade. With steep duties on China, Canada, the EU, and Mexico, critics warn of inflation - but history tel...