Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Financial Advisor 11/5/2024
Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a...
READ MOREMacro 11/1/2024
Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h...
READ MORE10/29/2024
Discover the key tax changes for 2025 affecting estate planning, retirement accounts, and business taxes. With new thresholds for capital gains, re...
READ MOREDunham Deep Dive 10/25/2024
Shrinkflation is shrinking product sizes while prices remain unchanged, hitting one-third of everyday items. Meanwhile, the CPI misses key costs li...
READ MORERetirement 10/22/2024
With longer lifespans and inflation risks affecting retirement savings, it's time to reassess traditional planning. Learn about Multi-Generation Re...
READ MOREMacro 10/18/2024
As the 2024 elections approach, U.S. deficits are set to rise regardless of who wins. Fiscal dominance - where government borrowing overpowers the ...
READ MOREFinancial Advisor 10/15/2024
Financial advisors can build client trust by simplifying complex investment concepts without losing substance. Learn actionable strategies to break...
READ MOREDunham Deep Dive 10/11/2024
Dive into three critical economic insights this October, from the U.S. federal deficit hitting $1.8 trillion to South Korea's export trends and the...
READ MOREQuarterly Snapshot 10/8/2024
Watch Dunham’s Third Quarterly Snapshot of 2024! This video covers the Federal Reserve’s aggressive rate cut, global market performance, potential ...
READ MOREMacro 10/4/2024
China’s stimulus aims to boost growth amid struggling property markets, weak consumption, and mounting debt. Measures include credit expansion and ...
READ MOREBehind The Scenes 10/1/2024
An Inside Look at Dunham’s Q4 2024 Portfolio Strategy: See how Dunham’s Investment Committee maneuvered around the Fed's first rate cut in four yea...
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