Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisor 9/9/2025
Many advisors hesitate to ask friends for business, fearing rejection or awkwardness. But avoiding the conversation means making the decision for t... READ MORE
Dunham Deep Dive 9/5/2025
Seven-year auto loans hit a record 21.6% of U.S. financing, the U.K. faces a gilt yield surge not seen since 1998, and Chinese banks are bleeding m... READ MORE
Financial Planning 9/2/2025
Childfree individuals and couples face unique financial challenges and opportunities. From estate planning and savings strategies to charitable giv... READ MORE
Macro 8/29/2025
Debt Cycles 102 explores how debt fueled some of history’s biggest bubbles — from tulips to railroads. Different assets, same story: easy credit, s... READ MORE
Financial Advisor 8/26/2025
Financial advisor marketing has changed: clients want education, not sales pitches. Learn why content, SEO, and authentic social presence are now t... READ MORE
Dunham Deep Dive 8/22/2025
Liquidity buffers are vanishing as the Fed’s reverse repo facility drains, AI data centers surge past offices in construction, and China’s job mark... READ MORE
Donor-Advised Fund 8/19/2025
Discover how donor advised funds (DAFs) help financial advisors deepen client loyalty, maximize tax efficiency, and build multigenerational legacie... READ MORE
8/15/2025
Debt isn’t just a financial tool — it’s the heartbeat of the economy. Learn how credit expansion drives growth, why excessive debt triggers slowdow... READ MORE
Retirement 8/12/2025
Inflation and withdrawal rates can quietly drain retirement portfolios. See how the Retirement Real Return Rule applies in real-world scenarios—and... READ MORE
Dunham Deep Dive 8/8/2025
Unemployment looks low—but hidden numbers tell another story. Hong Kong’s dollar peg is tested amid liquidity injections, raising asset risks. Mean... READ MORE
Retirement 8/5/2025
Discover the Retirement Real Return Rule™ — a new benchmark for long-term portfolio sustainability. Learn how maintaining a 4–5% return above infla... READ MORE
Dunham Deep Dive 8/1/2025
Q2 GDP rose 3%—but the math hides a softer economy, with falling imports masking weak consumer and business activity. Markets remain oddly calm ahe... READ MORE
7/29/2025
Want help mastering the latest tax phaseouts? From Roth IRA income limits to new deductions under the One Big Beautiful Bill Act, this guide gives ... READ MORE
Dunham Deep Dive 7/25/2025
A forgotten indicator flashes its strongest signal since 1997, meme stocks return with retail euphoria, and Europe’s trade rift with China deepens. READ MORE
Estate Taxes 7/22/2025
Explore the key estate and business tax updates in Part II of our OBBBA Guide. Learn how QSBS rules, bonus depreciation, and estate exemptions are ... READ MORE
Dunham Deep Dive 7/18/2025
Despite tariff fears, U.S. inflation data came in softer than expected, with businesses absorbing costs to protect margins. Meanwhile, small-cap fi... READ MORE
Tax Code 7/15/2025
The One Big Beautiful Bill Act overhauls U.S. tax law with sweeping changes for individuals — from tax-free tips and Baby Savings Accounts to perma... READ MORE
Macro 7/11/2025
With record deficits dominating headlines, understanding the difference between fiscal and trade deficits is essential. This piece unpacks how each... READ MORE
Quarterly Pulse 7/10/2025
The Q2 2025 Dunham Quarterly Pulse breaks down weakening global growth, persistent inflation, and shifting rate expectations. Explore key insights,... READ MORE
Crypto 7/8/2025
Clients are driving more crypto conversations than advisors, but many advisors still feel underprepared. This guide offers a plain-English crypto c... READ MORE