Blog | Dunham

Macro 8/19/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

U.S. consumers missing payments hit 3-year highs as household debt reaches $17.8T, risking economic downturn. China's falling home prices threaten ...

DunhamDC 8/13/2024

Combatting the Retirement Investment Paradox with DunhamDC

DunhamDC helps tackle the Retirement Investment Paradox by strategically adjusting equity exposure to mitigate sequence risk while pursuing growth....

Macro 8/9/2024

The Rise and Fall of the Vola-Saurus Rex: Wall Street’s Short Volatility Beast

Wall Street’s beloved 'Vola-Saurus Rex' – the bloated beast of low volatility bets – met its untimely demise in a whirlwind of economic fears. Inve...

Financial Advisor 8/6/2024

Preserve Generational Wealth During the $84 Trillion Wealth Transfer: Strategies for Financial Advisors

Discover effective strategies for preserving generational wealth during the $84 trillion Great Wealth Transfer. Learn about trusts, financial liter...

Macro 8/2/2024

Auto Sector Crisis Deepens: Will It Get Worse?

Rising inventory and falling sales plague the auto sector. High car prices and tight credit make auto loans essential but unaffordable for many. Au...

Knowledgeability 7/30/2024

Does It Pay To Be Pushy?

“Pushy” is a word with negative connotations. No one wants to shop in a store with an aggressive salesperson hanging over your shoulder. Suppose w...

Mid-Year Outlook 7/29/2024

Dunham 2024 Mid-Year Market Outlook: Key Insights, Economic Analysis, and Portfolio Strategies

Discover the Dunham 2024 Mid-Year Market Outlook with key insights on consumer spending, real estate, interest rates, and equities. Read our compre...

IRS 7/23/2024

Cracking the July 2024 RMD Code - Your Guide to Navigating the IRS's Latest Retirement Rulebook

The IRS has updated RMD rules, changing start ages to 73 in 2024 and 75 for those born in 1960 or later. Key changes include clarified rules for in...

Macro 7/19/2024

Hidden Dollar Debt Crisis: How $80 Trillion Could Impact the Global Economy

John Connally’s 1971 remark, “The dollar is our currency, but it’s your problem,” remains relevant as a rising dollar and Fed rate hikes cause glob...

Retirement 7/16/2024

The Slinky Effect on Retirement - A Unique Approach to Help Tackle the Retirement Investment Paradox

Explore the Slinky Effect on Retirement and how to deal with the Retirement Investment Paradox. Learn how DunhamDC's innovative strategies can addr...

Dunham Deep Dive 7/12/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Households in the bottom 80% have been saving at negative rates, spending more than they earn due to high inflation and weak wage growth. Mortgage ...