Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
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 MOREMacro 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 MOREIRS 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 MOREInflation 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 MOREMacro 10/24/2023
Amid greater market uncertainty, declining bank lending is indicating some potential issues. Meanwhile, a rapidly steepening yield curve may pose f...
READ MOREVolatility 10/16/2023
The "volatility tax" reveals the deceptive cost of steep portfolio losses, emphasizing the significance of understanding how money grows or shrinks...
READ MOREBehavioral Finance 10/10/2023
Prospect theory explains why investors fear losses more than they value gains. Learn how loss aversion impacts decision-making in finance & investing
READ MORE10/4/2023
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 MORESoft Landing 10/3/2023
The U.S. economy's unexpected resilience raises concerns about complacency and "recency bias". As the media touts a 'soft landing,' history shows e...
READ MOREInverse Yield Curve 9/26/2023
When you invest in short-term debt instruments you receive a lower interest rate and when you invest in longer-term debt instruments with longer ma...
READ MOREdunham donor advised fund 9/19/2023
Donor Advised Funds (DAFs) have emerged as a powerful tool that financial advisors can utilize to effectively address client taxes, while also attr...
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