Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Macro 6/20/2025
China's EV price war - led by BYD - has triggered collapsing margins, delayed supplier payments, and inflated sales tactics. As China’s auto giants... READ MORE
Retirement 6/17/2025
Longer lifespans are reshaping retirement. This article introduces Multi-Generation Retirement™—a rising challenge where one portfolio may need to ... READ MORE
Dunham Deep Dive 6/13/2025
Student loan delinquencies are surging, dragging down credit scores and spending. Canada ramps up tariffs to shield steel jobs from China’s export ... READ MORE
Inflation 6/10/2025
Retirees are living longer, and inflation's timing—not just its average—can make or break a portfolio. This article explores the overlooked threat ... READ MORE
Dunham Deep Dive 6/6/2025
The U.S. trade deficit just posted a record narrowing, first-time homeownership has collapsed to historic lows, and China’s vanishing data raises r... READ MORE
Retirement 6/3/2025
Retirees today face a new dilemma: the Retirement Investment Paradox™. Advisors must balance growth to outpace inflation and longevity with portfol... READ MORE
Dunham Deep Dive 5/30/2025
BYD ignites a global EV price war, Wall Street clings to the TACO trade as tariff risks rise, and U.S. workers fall behind while debt surges. From ... READ MORE
Sequence Risk 5/27/2025
Even positive early returns may pose hidden dangers to retirement portfolios. In an age of longer lifespans and compounding inflation, sequence of ... READ MORE
Dunham Deep Dive 5/23/2025
Moody’s cut the U.S. credit rating, Japan’s bond market is flashing warning signs, and Turkey’s private sector is buckling under record-high intere... READ MORE
DunhamDC 5/20/2025
Both DunhamDC models issued rare back-to-back SELL Greed triggers as market euphoria booms in May 2025. Discover what’s driving this greed, DunhamD... READ MORE
Macro 5/16/2025
China's truce with the U.S. is a desperate bid to buy time as Beijing grapples with a collapsing real estate market, spiraling local government deb... READ MORE
investing 5/13/2025
Explore Warren Buffett’s greatest investing lessons, from value investing with Margin of Safety to his partnership with Charlie Munger. Uncover tim... READ MORE
Dunham Deep Dive 5/9/2025
China’s export woes are fueling domestic deflation, Canada’s debt crisis is deepening, and Taiwan’s currency is surging to new highs — three econom... READ MORE
DunhamDC 5/6/2025
DunhamDC and Dunham US models both issued SELL signals on May 2nd, responding to the longest S&P 500 rally since 2004. As greed returns and valuati... READ MORE
Macro 5/2/2025
A falling dollar and weak U.S. equities are creating a perfect storm for global investors. With $30 trillion in unhedged exposure, the quiet shift ... READ MORE
Volatility 4/29/2025
What is the VIX, and what does it really signal? This guide breaks down how the “fear gauge” works, why volatility isn’t always a bad thing, and ho... READ MORE
Dunham Deep Dive 4/25/2025
The Buffett Indicator's sharp drop, America's record $26T net debt to the world, and Japan's weakening demand show deeper cracks forming beneath th... READ MORE
Macro 4/22/2025
Understand what a weakening U.S. dollar means for your clients. This guide helps financial advisors explain the risks, investment impacts, inflatio... READ MORE
Dunham Deep Dive 4/17/2025
OPEC shocks markets with a surprise oil supply surge, China’s economy leans dangerously on exports, and Japan faces a record demographic decline. E... READ MORE
Dunham DC 4/15/2025
DunhamDC triggered a SELL signal following a sharp market rebound, reducing equity exposure as investor sentiment turned exuberant. Discover what d... READ MORE