Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Retirement 4/23/2024
Explore the journey of retirement planning, filled with excitement and anxiety. Discover how financial advisors help navigate financial uncertainti... READ MORE
Dunham Deep Dive 4/22/2024
The electric vehicle sector faces challenges amid soaring Chinese exports, leading to layoffs and declining sales. Meanwhile, US inflation remains ... READ MORE
Retirement 4/16/2024
Are your clients prepared to dine comfortably in retirement? This article sheds light on the importance of budgeting for post-career meals, emphas... READ MORE
Macro 4/15/2024
The decline in birth rates poses challenges: an aging population, declining workforce, and strained social programs. Despite efforts, global ferti... READ MORE
Retirement 4/9/2024
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
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: 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
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
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
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
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
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
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
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
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
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
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
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
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
Dive into the crucial yet overlooked realm of the Overnight Reverse Repo market and its potential implications throughout 2024. READ MORE