Blog

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

Macro 12/6/2024

Fragile by Design? Why the Euro Struggles to Rival the U.S. Dollar

The eurozone faces growing economic turmoil as Germany & France, its largest economies, stumble. With rising debts, weak growth, and structural imb...

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Financial Advisor 12/3/2024

Why Financial Advisors Could Be Approaching a Major Opportunity

Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ...

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Dunham Deep Dive 11/29/2024

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

Q3 GDP rose 2.8%, powered by defense spending but raising concerns about inflation and rising debt. The U.S. Treasury faces a $7 trillion refinanci...

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Financial Advisor 11/26/2024

10 Creative Gift Ideas for Financial Advisors to Impress Clients Under $100

Finding the perfect gift for clients doesn’t have to be a challenge. Discover 10 thoughtful and creative gift ideas under $100 tailored for financi...

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Dunham Deep Dive 11/22/2024

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

From U.S. grads grappling with debt and fewer jobs to Japan’s inflation-hit households cutting back, and Germany’s economic slowdown threatening th...

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Client Acquisition 11/19/2024

Client Acquisition Strategies for Financial Advisors: How to Attract New Clients

As a financial advisor, you grow client relationships one interaction at a time. Find out how to get in front of new clients using simple, powerful...

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Dunham Deep Dive 11/15/2024

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

Here are three financial trends shaping the global economy: China’s $1 trillion trade surplus, the rise of double defaults in commercial real estat...

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Estate Planning 11/12/2024

Is the Tax Cuts and Jobs Act Facing a 2026 Sunset or an Extended Twilight?

Is the Tax Cuts and Jobs Act set for a 2026 sunset, or could an extension offer temporary tax relief? We examine potential impacts on estate planni...

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Macro 11/8/2024

Emerging Markets: The Good, the Bad, and What You Need to Know

Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot...

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Financial Advisor 11/5/2024

Seven Arrows for Financial Advisors Helping Clients Sell Businesses and Real Estate

Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a...

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Macro 11/1/2024

The De-Dollarization Dream: Why a BRICS Currency Is Still Out of Reach

Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h...

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