Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Mid-Year Outlook 7/29/2024
Discover the Dunham 2024 Mid-Year Market Outlook with key insights on consumer spending, real estate, interest rates, and equities. Read our compre... READ MORE
IRS 7/23/2024
The IRS has updated RMD rules, changing start ages to 73 in 2024 and 75 for those born in 1960 or later. Key changes include clarified rules for in... READ MORE
Macro 7/19/2024
John Connally’s 1971 remark, “The dollar is our currency, but it’s your problem,” remains relevant as a rising dollar and Fed rate hikes cause glob... READ MORE
Retirement 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 MORE
Dunham Deep Dive 7/12/2024
Households in the bottom 80% have been saving at negative rates, spending more than they earn due to high inflation and weak wage growth. Mortgage ... READ MORE
Quarterly Snapshot 7/9/2024
Welcome to the Q2 2024 Dunham Quarterly Snapshot. Get quick insights into the rising equity markets, global growth slowdown, and bond market improv... READ MORE
Macro 7/5/2024
Despite strong labor market claims supporting a 'soft landing' thesis, indicators like the Kansas City Fed's LMCI and Sahm Rule show signs of weakn... READ MORE
Behind The Scenes 7/3/2024
Join us as we show you through the thought process and in-depth analysis conducted by the Dunham Investment Committee. Discover the strategic adju... READ MORE
Macro 7/1/2024
China’s logistics parks face 20% vacancy as e-commerce slows. Investors see losses from overbuilt properties. U.S. new-home sales hit a low due to ... READ MORE
Knowledgeability 6/25/2024
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu... READ MORE
Macro 6/24/2024
Have you heard of a "dollar shortage"? It occurs when a country's USD outflows exceed its inflows, often due to higher import costs or internationa... READ MORE
Financial Advisor 6/18/2024
Financial topics can be daunting for clients. Financial advisors should use analogies to make concepts clearer and more relatable. Analogies like f... READ MORE
Dunham Deep Dive 6/17/2024
US manufacturing investment cools, sign of slowdown? OPEC to pump more oil, prices may drop. Inflation eases, but is it a good thing, or underlying... READ MORE
Financial Advisor 6/11/2024
Running a financial advisory practice involves more than investment advice. Outsourcing tasks like tax planning and content marketing can boost eff... READ MORE
Macro 6/7/2024
The US banking system is grappling with $517 billion in unrealized losses, credit card delinquencies, and commercial real estate defaults. With 63... READ MORE
Financial Advisor 6/4/2024
Financial advisors help bridge the gap between perception & reality. Confused clients with mismatched economic understanding & retirement goals nee... READ MORE
Dunham Deep Dive 6/3/2024
Credit card delinquencies hit a decade-high 8.9%, signaling consumer strain. The U.S. car market faces price wars due to overproduction and rising ... READ MORE
Financial Advisor 5/28/2024
Recognizing the link between rising mental illness and poor financial outcomes is crucial. Financial stability supports mental well-being, but ment... READ MORE
Macro 5/24/2024
There is a large amount of corporate debt, especially from BBB-rated companies, that is maturing in the next three years, posing a risk if downgrad... READ MORE
Financial Advisor 5/21/2024
Women are set to inherit $30 trillion of Baby Boomer wealth by the decade's end. This "Feminization of Wealth" signifies a major demographic shift.... READ MORE