Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
News 1/13/2026
See how Dunham is expanding advisor support in 2026—from a $7B milestone and new brand identity to trust education, digital asset solutions, and in... READ MORE
Dunham Deep Dive 1/9/2026
QE-lite is back as Fed bond buying ramps up, the private sector keeps deleveraging, and the gap between productivity and wages continues to widen a... READ MORE
Education 1/6/2026
Learn how the Kelly Criterion helps investors and financial advisors size risk, manage volatility, and avoid costly position-sizing mistakes. READ MORE
Dunham Deep Dive 1/2/2026
Banks are lending aggressively again, Canada’s stock market surged despite economic stress, and falling fertility rates pressure growth and inflation READ MORE
Financial Planning 12/30/2025
Major ABLE account changes take effect in 2026. Learn how new age limits, contribution rules, and tax benefits impact SSI, Medicaid, and planning. READ MORE
Macro 12/26/2025
A Morning Pour year-end review revisiting five widely read macro ideas from 2025—what held up, what didn’t, and what may matter in 2026. READ MORE
Education 12/23/2025
Market prices are set by marginal buyers and sellers, not consensus - explaining sudden volatility, liquidity shocks, and rapid repricing. READ MORE
Macro 12/19/2025
Private credit has exploded since 2008, fueling shadow banking and new risks as leverage, opaque valuations, and bank exposure keep building. READ MORE
Behavioral Finance 12/16/2025
How the Keynesian Beauty Contest explains market swings, investor behavior, and why understanding crowd psychology matters more than ever for advis... READ MORE
Dunham Deep Dive 12/12/2025
Real rates are still too tight, China’s $1T surplus floods global markets, and governments face rising rollover risks as short-term debt piles up. READ MORE
Crypto 12/10/2025
Why Bitcoin, Ethereum, and Solana may function as digital financial infrastructure rather than simple ‘coins,’ and how their networks derive potent... READ MORE
Dunham Deep Dive 12/5/2025
AI is pushing electricity prices up, China is pulling housing data offline, and Japan’s stimulus raises market risks. READ MORE
Crypto 12/2/2025
Crypto tax loss harvesting remains a major 2025 opportunity as the wash sale rule doesn’t apply to digital assets. Here’s how advisors can use it. READ MORE
Dunham Deep Dive 11/28/2025
Real retail sales are stagnating, turkey supplies are tightening, and the middle class is being squeezed—revealing deeper stresses in the U.S. econ... READ MORE
Retirement 11/25/2025
Student loan debt is soaring among older Americans, with 60+ borrowers owing $147B. Learn why loans now follow people into retirement and how to ma... READ MORE
Dunham Deep Dive 11/21/2025
AI’s depreciation trap, extreme market fear as liquidity shifts, and a broad U.S. housing slowdown as prices and affordability fall. READ MORE
Trust 11/18/2025
Discover how first- and third-party special needs trusts safeguard government benefits while improving quality of life. Learn the key differences, ... READ MORE
Macro 11/14/2025
The Treasury’s cash pile near $950 billion is about to gush back into markets, flooding the system with liquidity. As CEOs sound their most optimis... READ MORE
Financial Advisor 11/11/2025
Succession planning isn’t just about retirement — it’s about legacy. With trillions in assets set to change hands, advisors must plan early, choose... READ MORE
Macro 11/7/2025
The Fed quietly injected $125B into banks as liquidity strains deepen, housing locks out a generation of buyers, and layoffs surge to 20-year highs... READ MORE