Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
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
Prospect theory explains why investors fear losses more than they value gains. Learn how loss aversion impacts decision-making in finance & investing 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
Inverse Yield Curve 9/26/2023
When you invest in short-term debt instruments you receive a lower interest rate and when you invest in longer-term debt instruments with longer ma... READ MORE
dunham donor advised fund 9/19/2023
Donor Advised Funds (DAFs) have emerged as a powerful tool that financial advisors can utilize to effectively address client taxes, while also attr... READ MORE
Dunham Onboarding Experience 9/12/2023
As a financial advisor and entrepreneur, you understand that a smooth onboarding process is not just a checklist—it is an impactful experience. Tha... READ MORE
Roth Conversion 9/5/2023
If you are considering a Roth IRA conversion for its many benefits, remember to set up a Donor-Advised Fund before the end of 2023. This will not o... READ MORE
digital marketing 8/29/2023
In today's digital age, financial advisors have numerous opportunities to enhance their practice and attract their ideal clients through digital ma... READ MORE