Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Macro 11/8/2024

Emerging Markets: The Good, the Bad, and What You Need to Know

Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot... READ MORE

Financial Advisor 11/5/2024

Seven Arrows for Financial Advisors Helping Clients Sell Businesses and Real Estate

Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a... READ MORE

Macro 11/1/2024

The De-Dollarization Dream: Why a BRICS Currency Is Still Out of Reach

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 MORE

10/29/2024

Tax Changes for 2025: What You Need to Know for Estate Planning, Retirement, and Business Taxes

Discover the key tax changes for 2025 affecting estate planning, retirement accounts, and business taxes. With new thresholds for capital gains, re... READ MORE

Dunham Deep Dive 10/25/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Shrinkflation is shrinking product sizes while prices remain unchanged, hitting one-third of everyday items. Meanwhile, the CPI misses key costs li... READ MORE

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... READ MORE

Macro 10/18/2024

The Rise of Fiscal Dominance: A Tug-of-War Between the Fed and Treasury

As the 2024 elections approach, U.S. deficits are set to rise regardless of who wins. Fiscal dominance - where government borrowing overpowers the ... READ MORE

Financial Advisor 10/15/2024

How Financial Advisors Can Simplify Complex Investment Concepts and Build Client Trust

Financial advisors can build client trust by simplifying complex investment concepts without losing substance. Learn actionable strategies to break... READ MORE

Dunham Deep Dive 10/11/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

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 MORE

Quarterly Snapshot 10/8/2024

Key Insights from Dunham’s Q3 2024 Snapshot: Fed Moves, Market Trends, and More

Watch Dunham’s Third Quarterly Snapshot of 2024! This video covers the Federal Reserve’s aggressive rate cut, global market performance, potential ... READ MORE

Macro 10/4/2024

China’s Bazooka Stimulus: Can the New Economic Measures Boost Growth and Revive Its Property Market?

China’s stimulus aims to boost growth amid struggling property markets, weak consumption, and mounting debt. Measures include credit expansion and ... READ MORE

Behind The Scenes 10/1/2024

Dunham Behind the Scenes: Q4 Portfolio Insights

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... READ MORE

Macro 9/27/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Mortgage refinancing surges as rates hit a 2-year low, offering savings but with upfront costs that may take years to recoup. Meanwhile, the U.S. s... READ MORE

Financial Advisor 9/24/2024

Women Are Leading the Next Wave of Growth in Wealth Management

Women are set to control $30 trillion in financial assets by 2030, driving a major shift in wealth management. As female economic power grows, fina... READ MORE

Dunham Deep Dive 9/20/2024

The Dunham Deep Dive: Three Interesting Things I'm Looking At

Multifamily housing completions hit a 50-year high in August, which could ease rents and help affordability. Meanwhile, the Fed's aggressive rate c... READ MORE

News 9/17/2024

Dunham Named Finalist for the Prestigious 2024 ThinkAdvisor Luminaries Award in Innovation

Dunham is proud to be named a finalist for ThinkAdvisor’s 2024 Luminaries Award in Innovation. This recognition highlights our dedication to delive... READ MORE

Macro 9/13/2024

Student Loan Crisis: A Growing Problem That Will Soon Hit Credit Scores

Missed student loan payments are set to impact credit scores starting next month, as the effects of pandemic-era relief fade. Discover how this shi... READ MORE

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... READ MORE

Macro 9/6/2024

The Yield Curve Just Un-Inverted - Here’s Why That’s a Red Flag

The yield curve just un-inverted, which might seem positive - but history tells a different story. An un-inversion often signals economic trouble a... READ MORE

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... READ MORE