Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Macro 5/13/2024
As excess savings from COVID stimulus evaporate, US consumers face challenges. High credit card debt, BNPL schemes, and rising delinquencies paint ... READ MORE
Financial Advisor 5/7/2024
Discover the implications of the "Great Wealth Transfer" for generations to come. Explore its economic impacts and how financial advisors can guid... READ MORE
Macro 5/3/2024
The US job market showing signs of cooling all around. The Japanese yen hit a 34-year low against the dollar, seemingly triggering government inter... READ MORE
Banking 4/30/2024
Explore the dynamics of government intervention and moral hazard in banking. Understand how client trust in government-backed insurance can fuel ri... READ MORE
Macro 4/26/2024
I've highlighted the looming specter of escalating trade tensions, particularly targeting China. This isn't just about economics; it's about the po... READ MORE
Retirement 4/23/2024
Explore the journey of retirement planning, filled with excitement and anxiety. Discover how financial advisors help navigate financial uncertainti... READ MORE
Dunham Deep Dive 4/22/2024
The electric vehicle sector faces challenges amid soaring Chinese exports, leading to layoffs and declining sales. Meanwhile, US inflation remains ... READ MORE
Retirement 4/16/2024
Are your clients prepared to dine comfortably in retirement? This article sheds light on the importance of budgeting for post-career meals, emphas... READ MORE
Macro 4/15/2024
The decline in birth rates poses challenges: an aging population, declining workforce, and strained social programs. Despite efforts, global ferti... READ MORE
Retirement 4/9/2024
The wealth effect, driven by rising asset values, fuels spending and early retirement. Pandemic-era stimulus amplified this trend, leading to a sur... READ MORE
Dunham Deep Dive 4/5/2024
Amidst a bird flu outbreak in the US, egg prices may soar as supply dwindles. Meanwhile, corporate bankruptcies surge, signaling economic instabili... READ MORE
DunhamDC 4/2/2024
DunhamDC: a unique and timeless way of investing by leveraging market sentiment through an unemotional and disciplined algorithm. Buy fear, sell gr... READ MORE
Behind The Scenes 4/1/2024
This post was authored by the Dunham Marketing Team. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hol... READ MORE
News 4/1/2024
This post was authored by Salvatore M. Capizzi, Dunham's Chief Sales & Marketing Officer. If you have questions concerning today's topic, pl... READ MORE
Macro 3/28/2024
Concerns over auto market dynamics have persisted since January as subprime loan delinquencies surge. Banks also grapple with commercial real estat... READ MORE
Retirement 3/26/2024
Learn how sequence risk impacts retirement savings and why early returns matter more than you think. Follow Cinderella’s story to see how strategic... READ MORE
Macro 3/22/2024
Amid China's economic struggles, it's resorting to aggressive measures. Increasing manufacturing investment to offset property market woes may exac... READ MORE
Financial Advisor 3/19/2024
Through her insights and advocacy, MaryGrace continues to pave the way for women to seize control of their financial futures, demonstrating that re... READ MORE
Dunham Deep Dive 3/15/2024
National FICO credit score dips for the first time in 10 years. Rising missed payments and debt levels drive concerns. China's property market slum... READ MORE
Macro 3/12/2024
Dive into 2024's economic terrain beyond Fed talks: the presidential election looms. As advisors, let's focus on facts, not politics, to guide clie... READ MORE