Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Financial Advisor 12/3/2024
Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ...
READ MORERetirement 10/22/2024
With longer lifespans and inflation risks affecting retirement savings, it's time to reassess traditional planning. Learn about Multi-Generation Re...
READ MORERetirement 9/10/2024
As a financial advisor, it’s crucial to protect elderly clients from rising financial scams. This guide equips you with essential tools, like Power...
READ MORERetirement 9/3/2024
Discover the biggest scams targeting Baby Boomers, from phishing to investment fraud. Explore real-life cases and understand the emotional and fina...
READ MORERetirement 8/27/2024
As Baby Boomers face retirement, they're increasingly targeted by sophisticated cyber scams and financial fraud. With over $3.4 billion lost in 202...
READ MOREDunhamDC 8/13/2024
DunhamDC helps tackle the Retirement Investment Paradox by strategically adjusting equity exposure to mitigate sequence risk while pursuing growth....
READ MORERetirement 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 MORERetirement 4/23/2024
Explore the journey of retirement planning, filled with excitement and anxiety. Discover how financial advisors help navigate financial uncertainti...
READ MORERetirement 4/16/2024
Are your clients prepared to dine comfortably in retirement? This article sheds light on the importance of budgeting for post-career meals, emphas...
READ MORERetirement 4/9/2024
The wealth effect, driven by rising asset values, fuels spending and early retirement. Pandemic-era stimulus amplified this trend, leading to a sur...
READ MORERetirement 3/26/2024
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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