Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Financial Advisors 12/12/2023
Discover how financial advisors navigate bear markets with proactive planning, market insight, and strong client communication. Learn the three pil... READ MORE
Macro 12/8/2023
Global anxiety brews over the potential for a declining U.S. dollar. Triffin's Dilemma unveils a paradox: a reserve currency requires deficits, bu... READ MORE
Macro 12/5/2023
Black Friday in 2023 saw record nominal sales but masked a deeper tale: the softest annualized growth in Black Friday sales in six years, surging c... READ MORE
Macro 12/1/2023
Understand the oil market's plight through the Prisoner's Dilemma. Despite attempts by Saudi Arabia and OPEC to bolster prices, conflicting self-in... READ MORE
Financial Advisors 11/28/2023
Discover why content reigns supreme for financial advisors in the digital age. Uncover the impact of curated content on client retention, lead gen... READ MORE
Macro 11/24/2023
Explore Taleb's 'Black Swan' concept unveiling unforeseen events. Beware complacency in forecasting future markets, likening to a snowflake's role ... READ MORE
Tax Strategies 11/21/2023
Navigate mutual fund tax implications: debunk misconceptions on year-end distributions. These distributions aren't extra tax but prepayments, ensur... READ MORE
Macro 11/17/2023
Discover the economic challenges that make a unified BRICS currency a complex proposition. Dive into trade deficits, currency reliance, and global ... READ MORE
Financial Advisors 11/14/2023
Client retention is crucial for financial advisors. Understanding why clients leave and employing strategies to enhance retention build enduring re... READ MORE
Macro 11/13/2023
The article explores 'de-dollarization' and the potential formation of a BRICS currency. It addresses the reasons why this may not be as straightfo... READ MORE
Selling a Business 11/9/2023
Discover key strategies to unlock the maximum value in your business sale. From understanding value drivers to transparent financial documentation ... READ MORE
Reading List 11/7/2023
Discover the ultimate reading list for financial advisors! From financial planning and investment strategies to practice management and financial h... READ MORE
Macro 11/2/2023
The Fed's monetary policy and natural interest rates matter to investors. For years, natural rates of interest have been declining, influencing inv... READ MORE
IRS 11/1/2023
The IRS has just announced key adjustments for 2024, impacting retirement and tax planning - here's what you need to know. READ MORE
Inflation 10/31/2023
From demand-pull to cost-push and monetary inflation, explore the forces behind price hikes since the pandemic. Understand the intricacies of infla... READ MORE
Macro 10/24/2023
Amid greater market uncertainty, declining bank lending is indicating some potential issues. Meanwhile, a rapidly steepening yield curve may pose f... READ MORE
Volatility 10/16/2023
The "volatility tax" reveals the deceptive cost of steep portfolio losses, emphasizing the significance of understanding how money grows or shrinks... READ MORE
Behavioral Finance 10/10/2023
Understanding cognitive biases in finance is crucial. It's important to try and make rational decisions despite our complex human nature. Prospect ... READ MORE
10/4/2023
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
Soft Landing 10/3/2023
The U.S. economy's unexpected resilience raises concerns about complacency and "recency bias". As the media touts a 'soft landing,' history shows e... READ MORE