Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Retirement 7/16/2024
Explore the Slinky Effect on Retirement and how to deal with the Retirement Investment Paradox. Learn how DunhamDC's innovative strategies can addr...
READ MOREDunham Deep Dive 7/12/2024
Households in the bottom 80% have been saving at negative rates, spending more than they earn due to high inflation and weak wage growth. Mortgage ...
READ MOREQuarterly Snapshot 7/9/2024
Welcome to the Q2 2024 Dunham Quarterly Snapshot. Get quick insights into the rising equity markets, global growth slowdown, and bond market improv...
READ MOREMacro 7/5/2024
Despite strong labor market claims supporting a 'soft landing' thesis, indicators like the Kansas City Fed's LMCI and Sahm Rule show signs of weakn...
READ MOREBehind The Scenes 7/3/2024
Join us as we show you through the thought process and in-depth analysis conducted by the Dunham Investment Committee. Discover the strategic adju...
READ MOREMacro 7/1/2024
China’s logistics parks face 20% vacancy as e-commerce slows. Investors see losses from overbuilt properties. U.S. new-home sales hit a low due to ...
READ MOREKnowledgeability 6/25/2024
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu...
READ MOREMacro 6/24/2024
Have you heard of a "dollar shortage"? It occurs when a country's USD outflows exceed its inflows, often due to higher import costs or internationa...
READ MOREFinancial Advisor 6/18/2024
Financial topics can be daunting for clients. Financial advisors should use analogies to make concepts clearer and more relatable. Analogies like f...
READ MOREDunham Deep Dive 6/17/2024
US manufacturing investment cools, sign of slowdown? OPEC to pump more oil, prices may drop. Inflation eases, but is it a good thing, or underlying...
READ MOREFinancial Advisor 6/11/2024
Running a financial advisory practice involves more than investment advice. Outsourcing tasks like tax planning and content marketing can boost eff...
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