Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
DunhamDC 2/11/2025
Market timing is the siren song of investing—tempting but dangerous. Fear and greed often drive investors to buy at highs and sell at lows. DunhamD...
READ MOREDunham Deep Dive 2/7/2025
The Buffett Indicator has surged past 200%, signaling a potential market bubble. Meanwhile, new U.S. tariffs on China could strain its already frag...
READ MORETax Strategies 2/4/2025
IRC Section 1202 offers business owners significant tax advantages, allowing up to $10M in capital gains exclusions. Financial advisors can enhance...
READ MOREDunham Deep Dive 1/31/2025
AI faces a reckoning as China’s DeepSeek disrupts the market, forcing price cuts and reshaping competition. Meanwhile, egg prices soar amid an avia...
READ MOREFinancial Advisor 1/28/2025
Qualified Small Business Stock (QSBS) under IRC 1202 offers business owners a chance to eliminate up to 100% of capital gains taxes. Advisors can h...
READ MOREMacro 1/24/2025
Trump’s new tariffs could reshape global trade. With steep duties on China, Canada, the EU, and Mexico, critics warn of inflation - but history tel...
READ MOREFinancial Advisor 1/21/2025
The financial advisory industry faces a talent crisis as 40% of advisors retire in the next decade. Yet, this shift creates a huge opportunity. Wit...
READ MOREDunham Deep Dive 1/17/2025
December’s inflation slowdown lifted markets, but rising oil prices & money supply could keep pressures high. The Cass Freight Index signals weakne...
READ MORE1/13/2025
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services indu...
READ MOREDunham Deep Dive 1/10/2025
Climate risks push home insurance costs up 55% since 2019, with $1T in state liabilities. Corporate bankruptcies hit a 14-year high, yet tight bond...
READ MORERetirement 1/7/2025
Generation X faces a retirement crisis, with typical savings at just $40,000 and fears of Social Security cuts looming. Debt burdens, low confidenc...
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