Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
7/29/2025
Want help mastering the latest tax phaseouts? From Roth IRA income limits to new deductions under the One Big Beautiful Bill Act, this guide gives ... READ MORE
Dunham Deep Dive 7/25/2025
A forgotten indicator flashes its strongest signal since 1997, meme stocks return with retail euphoria, and Europe’s trade rift with China deepens. READ MORE
Estate Taxes 7/22/2025
Explore the key estate and business tax updates in Part II of our OBBBA Guide. Learn how QSBS rules, bonus depreciation, and estate exemptions are ... READ MORE
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 MORE
Tax 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 MORE
Macro 7/11/2025
With record deficits dominating headlines, understanding the difference between fiscal and trade deficits is essential. This piece unpacks how each... READ MORE
Quarterly 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 MORE
Crypto 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 MORE
Dunham 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 MORE
DunhamDC 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 MORE
Macro 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 MORE
Retirement 6/24/2025
In this seventh installment, we unveil the Longevity-Inflation Impact and Target Sustainability Rate™—two concepts revealing why "safe" retirement ... READ MORE
Macro 6/20/2025
China’s auto price war—sparked by BYD’s deep discounts—has gutted profits, flooded markets, and revealed the cracks in Beijing’s growth model. Now,... READ MORE
Retirement 6/17/2025
Longer lifespans are reshaping retirement. This article introduces Multi-Generation Retirement™—a rising challenge where one portfolio may need to ... READ MORE
Dunham Deep Dive 6/13/2025
Student loan delinquencies are surging, dragging down credit scores and spending. Canada ramps up tariffs to shield steel jobs from China’s export ... READ MORE
Inflation 6/10/2025
Retirees are living longer, and inflation's timing—not just its average—can make or break a portfolio. This article explores the overlooked threat ... READ MORE
Dunham Deep Dive 6/6/2025
The U.S. trade deficit just posted a record narrowing, first-time homeownership has collapsed to historic lows, and China’s vanishing data raises r... READ MORE
Retirement 6/3/2025
Retirees today face a new dilemma: the Retirement Investment Paradox™. Advisors must balance growth to outpace inflation and longevity with portfol... READ MORE
Dunham Deep Dive 5/30/2025
BYD ignites a global EV price war, Wall Street clings to the TACO trade as tariff risks rise, and U.S. workers fall behind while debt surges. From ... READ MORE
Sequence Risk 5/27/2025
Even positive early returns may pose hidden dangers to retirement portfolios. In an age of longer lifespans and compounding inflation, sequence of ... READ MORE