Blog

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

Retirement 4/16/2024

“Eating Your Retirement Funds”: How Food Erodes Your Nest Egg

Are your clients prepared to dine comfortably in retirement? This article sheds light on the importance of budgeting for post-career meals, emphas...

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Macro 4/15/2024

They Say Demographics Are Destiny: If So, Things May Look Pretty Bleak

The decline in birth rates poses challenges: an aging population, declining workforce, and strained social programs. Despite efforts, global ferti...

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Retirement 4/9/2024

Riding the Wave: Exploring the Surging Retirement Boom Amidst the Wealth Effect

The wealth effect, driven by rising asset values, fuels spending and early retirement. Pandemic-era stimulus amplified this trend, leading to a sur...

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Dunham Deep Dive 4/5/2024

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

Amidst a bird flu outbreak in the US, egg prices may soar as supply dwindles. Meanwhile, corporate bankruptcies surge, signaling economic instabili...

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DunhamDC 4/2/2024

DunhamDC's Buy Fear, Sell Greed Strategy: A Game-Changer for Modern Investing?

DunhamDC: a unique and timeless way of investing by leveraging market sentiment through an unemotional and disciplined algorithm. Buy fear, sell gr...

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Behind The Scenes 4/1/2024

Dunham Behind the Scenes: Q2-2024

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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News 4/1/2024

Dunham's April Fools' Delight - Here's What You Missed

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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Macro 3/28/2024

My Top Q1-2024 'Morning Pours' With Must-See Updates

Concerns over auto market dynamics have persisted since January as subprime loan delinquencies surge. Banks also grapple with commercial real estat...

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Retirement 3/26/2024

Understanding Sequence Risk: The Hidden Threat to Financial Stability in Retirement

Learn how sequence risk impacts retirement savings and why early returns matter more than you think. Follow Cinderella’s story to see how strategic...

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Macro 3/22/2024

Trade Wars Redux? China's Manufacturing Glut and Its Global Implications

Amid China's economic struggles, it's resorting to aggressive measures. Increasing manufacturing investment to offset property market woes may exac...

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Financial Advisor 3/19/2024

Empowering Women's Financial Futures: Insights from MaryGrace Musuneggi

Through her insights and advocacy, MaryGrace continues to pave the way for women to seize control of their financial futures, demonstrating that re...

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