Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Financial Advisor 5/14/2024
As life expectancies rise, retirement planning faces challenges. Longer lifespans mean longer retirements, necessitating adjustments in financial p...
READ MOREMacro 5/13/2024
As excess savings from COVID stimulus evaporate, US consumers face challenges. High credit card debt, BNPL schemes, and rising delinquencies paint ...
READ MOREFinancial Advisor 5/7/2024
Discover the implications of the "Great Wealth Transfer" for generations to come. Explore its economic impacts and how financial advisors can guid...
READ MOREMacro 5/3/2024
The US job market showing signs of cooling all around. The Japanese yen hit a 34-year low against the dollar, seemingly triggering government inter...
READ MOREBanking 4/30/2024
Explore the dynamics of government intervention and moral hazard in banking. Understand how client trust in government-backed insurance can fuel ri...
READ MOREMacro 4/26/2024
I've highlighted the looming specter of escalating trade tensions, particularly targeting China. This isn't just about economics; it's about the po...
READ MORERetirement 4/23/2024
Explore the journey of retirement planning, filled with excitement and anxiety. Discover how financial advisors help navigate financial uncertainti...
READ MOREDunham 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 MORERetirement 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 MOREMacro 4/15/2024
The decline in birth rates poses challenges: an aging population, declining workforce, and strained social programs. Despite efforts, global ferti...
READ MORERetirement 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...
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