Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Retirement 4/9/2024

Riding the Wave: Exploring the Surging Retirement Boom Amidst the Wealth Effect

The wealth effect, driven by rising asset values, fuels spending and early retirement. Pandemic-era stimulus amplified this trend, leading to a sur... READ MORE

Dunham Deep Dive 4/5/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At Today

Amidst a bird flu outbreak in the US, egg prices may soar as supply dwindles. Meanwhile, corporate bankruptcies surge, signaling economic instabili... READ MORE

DunhamDC 4/2/2024

DunhamDC: Turning Fear And Greed Into A Strategic Advantage

DunhamDC: a unique and timeless way of investing by leveraging market sentiment through an unemotional and disciplined algorithm. Buy fear, sell gr... READ MORE

Behind The Scenes 4/1/2024

Dunham Behind the Scenes: Q2-2024

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol... READ MORE

News 4/1/2024

Dunham's April Fools' Delight - Here's What You Missed

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, pl... READ MORE

Macro 3/28/2024

My Top Q1-2024 'Morning Pours' With Must-See Updates

Concerns over auto market dynamics have persisted since January as subprime loan delinquencies surge. Banks also grapple with commercial real estat... READ MORE

Retirement 3/26/2024

Don’t Forget About Sequence Risk, the Overlooked Threat to Financial Sustainability in Retirement

In a modern twist, Cinderella's inheritance choice teaches a valuable lesson on retirement planning. Opting for stability over glamour, she avoids ... READ MORE

Macro 3/22/2024

Trade Wars Redux? China's Manufacturing Glut and Its Global Implications

Amid China's economic struggles, it's resorting to aggressive measures. Increasing manufacturing investment to offset property market woes may exac... READ MORE

Financial Advisor 3/19/2024

Empowering Women's Financial Futures: Insights from MaryGrace Musuneggi

Through her insights and advocacy, MaryGrace continues to pave the way for women to seize control of their financial futures, demonstrating that re... READ MORE

Dunham Deep Dive 3/15/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At Today

National FICO credit score dips for the first time in 10 years. Rising missed payments and debt levels drive concerns. China's property market slum... READ MORE

Macro 3/12/2024

Beyond The Politics: Presidential Elections and Economic Realities

Dive into 2024's economic terrain beyond Fed talks: the presidential election looms. As advisors, let's focus on facts, not politics, to guide clie... READ MORE

Macro 3/8/2024

Banks on Shaky Ground as Liquidity Dries Up - Here's What I'm Looking At

Rising loan losses, dwindling liquidity, and the Fed's tightening plague banks. With the emergency lending program ending and Fed tightening suckin... READ MORE

News 3/7/2024

Catch Our CIO Discussing Market Insights on The Schwab Network

Our Chief Investment Officer – Ryan J. Dykmans - was invited to appear on the live Schwab Network program, "The Watch List," to share his insights ... READ MORE

Macro 3/5/2024

Credit Hangover? Why Rising Delinquencies May Challenge the "Soft Landing" Narrative

Rising consumer debt and delinquencies paint a concerning picture, despite a strong labor market. This article explores the potential economic vuln... READ MORE

Dunham Deep Dive 3/1/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At Today

Dunham Deep Dive breaks down 3 key stories: 1) Opaque valuations threaten $1.7 trillion private credit market. 2) Rising rates squeeze consumers mo... READ MORE

Macro 2/28/2024

A Dive into the Overnight Reverse Repo Market and The Cracks Within

Dive into the crucial yet overlooked realm of the Overnight Reverse Repo market and its potential implications throughout 2024. READ MORE

Retirement 2/27/2024

What Is The ‘Retirement Spending Smile’ and Why Is It Important

In retirement planning, understanding realistic spending patterns is crucial. Contrary to the assumption of increasing spending, retirees often exp... READ MORE

News 2/22/2024

Dunham Surpassed $5 Billion in Combined AUM and AUA

This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol... READ MORE

DunhamDC 2/20/2024

From Past to Future: Mutual Funds' Transformative Journey and Their Impact with DunhamDC

This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, pl... READ MORE

Dunham Deep Dive 2/20/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

This week's Dunham Deep Dive covers the staggering $929 billion in commercial property loans set to mature, the alarming plunge in US retail sales ... READ MORE