Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Macro 12/29/2023
A special wrap-up for 2023 - reflect on insightful editions highlighting OPEC dilemmas, BRICS currency challenges, and market insights from Minsky ... READ MORE
Strategies 12/29/2023
Who is Mr. Market? And Why isn't he on the Series 7 exam? Graham's concept personifies stock market volatility. His mood swings between optimism an... READ MORE
IRS 12/26/2023
Discover 2024's IRS updates: Naughty List penalties for late filing, underpayment, and errors. Nice List perks include interest on overpayments and... READ MORE
Strategies 12/19/2023
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic,... READ MORE
Macro 12/15/2023
Markets don't move in stability but thrive in flux. Minsky's Financial Instability Hypothesis and Soros's Theory of Reflexivity unveil the dance of... READ MORE
Financial Advisors 12/12/2023
Discover how financial advisors navigate bear markets with proactive planning, market insight, and strong client communication. Learn the three pil... READ MORE
Macro 12/8/2023
Triffin’s Dilemma explains why the U.S. must run deficits to support the global economy—and why no other country wants the dollar’s reserve role. READ MORE
Macro 12/5/2023
Black Friday in 2023 saw record nominal sales but masked a deeper tale: the softest annualized growth in Black Friday sales in six years, surging c... READ MORE
Macro 12/1/2023
Understand the oil market's plight through the Prisoner's Dilemma. Despite attempts by Saudi Arabia and OPEC to bolster prices, conflicting self-in... READ MORE
Financial Advisors 11/28/2023
Discover why content reigns supreme for financial advisors in the digital age. Uncover the impact of curated content on client retention, lead gen... READ MORE
Macro 11/24/2023
Explore Taleb's 'Black Swan' concept unveiling unforeseen events. Beware complacency in forecasting future markets, likening to a snowflake's role ... READ MORE
Tax Strategies 11/21/2023
Navigate mutual fund tax implications: debunk misconceptions on year-end distributions. These distributions aren't extra tax but prepayments, ensur... READ MORE
Macro 11/17/2023
Discover the economic challenges that make a unified BRICS currency a complex proposition. Dive into trade deficits, currency reliance, and global ... READ MORE
Financial Advisors 11/14/2023
Client retention is crucial for financial advisors. Understanding why clients leave and employing strategies to enhance retention build enduring re... READ MORE
Macro 11/13/2023
The article explores 'de-dollarization' and the potential formation of a BRICS currency. It addresses the reasons why this may not be as straightfo... READ MORE
Selling a Business 11/9/2023
Discover key strategies to unlock the maximum value in your business sale. From understanding value drivers to transparent financial documentation ... READ MORE
Reading List 11/7/2023
Discover the ultimate reading list for financial advisors! From financial planning and investment strategies to practice management and financial h... READ MORE
Macro 11/2/2023
The Fed's monetary policy and natural interest rates matter to investors. For years, natural rates of interest have been declining, influencing inv... READ MORE
IRS 11/1/2023
The IRS has just announced key adjustments for 2024, impacting retirement and tax planning - here's what you need to know. READ MORE
Inflation 10/31/2023
From demand-pull to cost-push and monetary inflation, explore the forces behind price hikes since the pandemic. Understand the intricacies of infla... READ MORE