Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Dunham Deep Dive 2/28/2025
U.S. job growth is concentrated in a few sectors, heightening economic risks. The top 10% now drive nearly half of consumer spending, exposing vuln... READ MORE
charitable remainder trust 2/25/2025
Charitable Remainder Trusts (CRTs) offer financial advisors a powerful strategy to eliminate capital gains taxes, provide client income, and create... READ MORE
Dunham Deep Dive 2/21/2025
China’s luxury boom is fading fast, U.S. homeownership is slipping further out of reach, and Germany faces a political shake-up as the far-right su... READ MORE
White Paper 2/18/2025
Is traditional retirement planning failing retirees? With lifespans extending beyond 100 and inflation eroding purchasing power, portfolios could d... READ MORE
Macro 2/14/2025
Markets follow a predictable boom-bust cycle driven by capital expansion and contraction. Investors often focus on demand, overlooking critical sup... READ MORE
DunhamDC 2/11/2025
Market timing is the siren song of investing—tempting but dangerous. Fear and greed often drive investors to buy at highs and sell at lows. DunhamD... READ MORE
Dunham Deep Dive 2/7/2025
The Buffett Indicator has surged past 200%, signaling a potential market bubble. Meanwhile, new U.S. tariffs on China could strain its already frag... READ MORE
Tax Strategies 2/4/2025
IRC Section 1202 offers business owners significant tax advantages, allowing up to $10M in capital gains exclusions. Financial advisors can enhance... READ MORE
Dunham Deep Dive 1/31/2025
AI faces a reckoning as China’s DeepSeek disrupts the market, forcing price cuts and reshaping competition. Meanwhile, egg prices soar amid an avia... READ MORE
Financial Advisor 1/28/2025
Qualified Small Business Stock (QSBS) under IRC 1202 offers business owners a chance to eliminate up to 100% of capital gains taxes. Advisors can h... READ MORE
Macro 1/24/2025
Trump’s new tariffs could reshape global trade. With steep duties on China, Canada, the EU, and Mexico, critics warn of inflation - but history tel... READ MORE
Financial Advisor 1/21/2025
The financial advisory industry faces a talent crisis as 40% of advisors retire in the next decade. Yet, this shift creates a huge opportunity. Wit... READ MORE
Dunham Deep Dive 1/17/2025
December’s inflation slowdown lifted markets, but rising oil prices & money supply could keep pressures high. The Cass Freight Index signals weakne... READ MORE
1/13/2025
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu... READ MORE
Dunham Deep Dive 1/10/2025
Climate risks push home insurance costs up 55% since 2019, with $1T in state liabilities. Corporate bankruptcies hit a 14-year high, yet tight bond... READ MORE
Retirement 1/7/2025
Generation X faces a retirement crisis, with typical savings at just $40,000 and fears of Social Security cuts looming. Debt burdens, low confidenc... READ MORE
Macro 1/3/2025
Will China’s yuan ever dethrone the U.S. dollar as the global reserve currency? The Impossible Trinity explains why the challenge is steep. See how... READ MORE
Financial Advisors 12/31/2024
As 2024 ends, we revisit our top five financial advisory articles that shaped the industry. From using analogies to attract clients to tackling seq... READ MORE
Macro 12/27/2024
Reflecting on 2024 in this special edition of The Morning Pour, we revisit three pivotal themes: the liquidity crunch in the repo market, China's m... READ MORE
Financial Advisor 12/24/2024
Discover the top books every financial advisor needs to read in 2025 -from market insights to practice management, this curated list will help you ... READ MORE