Blog

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

Macro 3/8/2024

Banks on Shaky Ground as Liquidity Dries Up - Here's What I'm Looking At

Rising loan losses, dwindling liquidity, and the Fed's tightening plague banks. With the emergency lending program ending and Fed tightening suckin...

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News 3/7/2024

Catch Our CIO Discussing Market Insights on The Schwab Network

Our Chief Investment Officer – Ryan J. Dykmans - was invited to appear on the live Schwab Network program, "The Watch List," to share his insights ...

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Macro 3/5/2024

Credit Hangover? Why Rising Delinquencies May Challenge the "Soft Landing" Narrative

Rising consumer debt and delinquencies paint a concerning picture, despite a strong labor market. This article explores the potential economic vuln...

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Dunham Deep Dive 3/1/2024

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

Dunham Deep Dive breaks down 3 key stories: 1) Opaque valuations threaten $1.7 trillion private credit market. 2) Rising rates squeeze consumers mo...

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Macro 2/28/2024

A Dive into the Overnight Reverse Repo Market and The Cracks Within

Dive into the crucial yet overlooked realm of the Overnight Reverse Repo market and its potential implications throughout 2024.

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Retirement 2/27/2024

What Is The ‘Retirement Spending Smile’ and Why Is It Important

In retirement planning, understanding realistic spending patterns is crucial. Contrary to the assumption of increasing spending, retirees often exp...

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News 2/22/2024

Dunham Surpassed $5 Billion in Combined AUM and AUA

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol...

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DunhamDC 2/20/2024

From Past to Future: Mutual Funds' Transformative Journey and Their Impact with DunhamDC

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, pl...

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Dunham Deep Dive 2/20/2024

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

This week's Dunham Deep Dive covers the staggering $929 billion in commercial property loans set to mature, the alarming plunge in US retail sales ...

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Retirement 2/13/2024

The Truth About Retirement: Exploring Four Common Myths

Explore the truth behind four retirement myths and learn to navigate around these with clarity and greater confidence.

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Macro 2/9/2024

Contagion Effect: Banks Choking on Their Commercial Real Estate Exposure

The commercial real estate market's fragility threatens smaller banks, as shown by NYCB's drastic stock plunge due to Q4-2023 losses. Banks shift ...

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