Blog | Dunham

Retirement 6/17/2025

Multi-Generation Retirement™: Why One Nest Egg May Need to Support Three Generations

Longer lifespans are reshaping retirement. This article introduces Multi-Generation Retirement™—a rising challenge where one portfolio may need to ...

Inflation 6/10/2025

The Overlooked Threat to Retirement: Understanding the Sequence of Inflation Risk

Retirees are living longer, and inflation's timing—not just its average—can make or break a portfolio. This article explores the overlooked threat ...

Retirement 6/3/2025

The Retirement Investment Paradox™ Explained: The Hidden Risk in Modern Portfolios

Retirees today face a new dilemma: the Retirement Investment Paradox™. Advisors must balance growth to outpace inflation and longevity with portfol...

Retirement 3/25/2025

Inflation, Food, and 50-Year Retirements: What Planners Should Know

Even at the Fed’s 2% inflation target, retirees living 30–50 years post-retirement may see their purchasing power erode dramatically. Our latest re...

Retirement 3/4/2025

How Science Is Extending Healthspan and Lifespan: What It Means for Retirees

The FDA’s approval of Loyal’s longevity drug for dogs marks a breakthrough in aging science. As we extend both lifespan and healthspan in animals, ...

White Paper 2/18/2025

Is a New Retirement Crisis Ahead? Dunham’s White Paper Explores Longevity, Inflation, and Future Planning

Is traditional retirement planning failing retirees? With lifespans extending beyond 100 and inflation eroding purchasing power, portfolios could d...

Retirement 1/7/2025

Gen X’s Retirement Crisis: Challenges and Opportunities

Generation X faces a retirement crisis, with typical savings at just $40,000 and fears of Social Security cuts looming. Debt burdens, low confidenc...

Financial Advisor 12/3/2024

Why Financial Advisors Could Be Approaching a Major Opportunity

Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ...

Retirement 10/22/2024

How Many Retirements Can One Generation Support?

With longer lifespans and inflation risks affecting retirement savings, it's time to reassess traditional planning. Learn about Multi-Generation Re...

Retirement 9/10/2024

Protecting Seniors from Financial Scams: A Guide for Financial Advisors

As a financial advisor, it’s crucial to protect elderly clients from rising financial scams. This guide equips you with essential tools, like Power...

Retirement 9/3/2024

Biggest Scams Targeting Baby Boomers: What You Need to Know

Discover the biggest scams targeting Baby Boomers, from phishing to investment fraud. Explore real-life cases and understand the emotional and fina...