Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

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...

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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...

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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...

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Retirement 8/27/2024

Why Baby Boomers Are Prime Targets for Cyber Scams and Financial Fraud

As Baby Boomers face retirement, they're increasingly targeted by sophisticated cyber scams and financial fraud. With over $3.4 billion lost in 202...

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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....

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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...

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Retirement 4/23/2024

Preparing for Retirement: Understanding Challenges and Options

Explore the journey of retirement planning, filled with excitement and anxiety. Discover how financial advisors help navigate financial uncertainti...

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Retirement 4/16/2024

“Eating Your Retirement Funds”: How Food Erodes Your Nest Egg

Are your clients prepared to dine comfortably in retirement? This article sheds light on the importance of budgeting for post-career meals, emphas...

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Retirement 4/9/2024

Riding the Wave: Exploring the Surging Retirement Boom Amidst the Wealth Effect

The wealth effect, driven by rising asset values, fuels spending and early retirement. Pandemic-era stimulus amplified this trend, leading to a sur...

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Retirement 3/26/2024

Don’t Forget About Sequence Risk, the Overlooked Threat to Financial Sustainability in Retirement

In a modern twist, Cinderella's inheritance choice teaches a valuable lesson on retirement planning. Opting for stability over glamour, she avoids ...

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Retirement 2/27/2024

What Is The ‘Retirement Spending Smile’ and Why Is It Important

In retirement planning, understanding realistic spending patterns is crucial. Contrary to the assumption of increasing spending, retirees often exp...

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