Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Behavioral Finance 10/28/2025
Clients don't often fail because of bad planning — they fail because of emotion. From loss aversion to recency bias, these 10 behavioral pitfalls s...
READ MORE10/24/2025
Unprofitable stocks are soaring as investors bet on Fed rate cuts, liquidity lifts riskier names, and half of America quietly slips toward recessio...
READ MORECommentary 10/21/2025
Ken Griffin, Ray Dalio, and Jamie Dimon share candid insights on markets, inflation, and the rise of AI. From persistent inflation and fiscal strai...
READ MOREMacro 10/17/2025
China’s export surge to Europe is fueling new tariffs, trade probes, and rising tensions. With the E.U.’s deficit topping €300 billion, Brussels is...
READ MOREQuarterly Pulse 10/16/2025
The Q3 2025 Dunham Quarterly Pulse explores how declining policy uncertainty, global rate cuts, and record household wealth are shaping markets. Di...
READ MORETaxes 10/15/2025
The IRS has released its 2026 inflation adjustments under Revenue Procedure 2025-32, revising over 60 tax provisions. See how new tax brackets, ded...
READ MOREDunham Deep Dive 10/10/2025
From fake collateral scandals to tightening bank liquidity and gold’s resurgence in global reserves, the financial system is shifting beneath the s...
READ MOREThinkAdvisor Luminaries 10/7/2025
Dunham has been named a finalist in two categories at the ThinkAdvisor 2025 Luminaries Awards, honoring firms driving innovation and lasting impact...
READ MOREMacro 10/3/2025
U.S. bank reserves are shrinking at their fastest pace in years — slipping below $3 trillion and draining liquidity from the system. History shows ...
READ MORECharitable Giving 9/30/2025
High earners face new limits on charitable deductions under OBBBA starting in 2026, with both a “haircut” and a “shave” on tax benefits. Donor-advi...
READ MOREDunham Deep Dive 9/26/2025
The AI boom’s financing loops echo the dot-com bubble, with suppliers bankrolling buyers to fuel demand. At the same time, one-third of student bor...
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