Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Dunham Deep Dive 7/18/2025
Despite tariff fears, U.S. inflation data came in softer than expected, with businesses absorbing costs to protect margins. Meanwhile, small-cap fi...
READ MORETax Code 7/15/2025
The One Big Beautiful Bill Act overhauls U.S. tax law with sweeping changes for individuals — from tax-free tips and Baby Savings Accounts to perma...
READ MOREMacro 7/11/2025
With record deficits dominating headlines, understanding the difference between fiscal and trade deficits is essential. This piece unpacks how each...
READ MOREQuarterly Pulse 7/10/2025
The Q2 2025 Dunham Quarterly Pulse breaks down weakening global growth, persistent inflation, and shifting rate expectations. Explore key insights,...
READ MORECrypto 7/8/2025
Clients are driving more crypto conversations than advisors, but many advisors still feel underprepared. This guide offers a plain-English crypto c...
READ MOREDunham Deep Dive 7/3/2025
OPEC’s oil flood accelerates as Saudi Arabia shifts strategy, BNPL debt enters FICO scores exposing hidden consumer risk, and a historic copper squ...
READ MOREDunhamDC 7/1/2025
On June 27, 2025, as the S&P 500 hit record highs, the DunhamDC algorithm triggered a "Sell Greed" signal, reducing equity exposure to minimums. Th...
READ MOREMacro 6/27/2025
The AI and data center boom is fueling a trillion-dollar digital infrastructure buildout—but it’s also straining the U.S. power grid. As utilities ...
READ MORERetirement 6/24/2025
In this seventh installment, we unveil the Longevity-Inflation Impact and Target Sustainability Rate™—two concepts revealing why "safe" retirement ...
READ MOREMacro 6/20/2025
China's EV price war - led by BYD - has triggered collapsing margins, delayed supplier payments, and inflated sales tactics. As China’s auto giants...
READ MORERetirement 6/17/2025
Longer lifespans are reshaping retirement. This article introduces Multi-Generation Retirement™—a rising challenge where one portfolio may need to ...
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