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We’re thrilled to bring you our latest ‘Behind the Scenes’ Dunham Portfolio Update for Q4 2024 - and you won’t want to miss this one.

Join us as we pull back the curtain on the Dunham Investment Committee's thought process. In this quick video, you'll gain insight into the data, analysis, and strategic adjustments made to position your portfolios.

It’s all about keeping you informed and helping you understand the 'why' behind our asset allocation decisions.

Hit WATCH below to see the big moves we’ve made, the opportunities we see, and how we’re positioning your portfolio for the fourth quarter.

Prefer to read? We've also included a transcript of the video for your convenience.

Thank you for your continued trust, and enjoy the update

Best regards,

Your Team at Dunham

Disclosure:

This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax, or investment advice or an investment recommendation, or as a substitute for legal counsel. Any investment products or services named herein are for illustrative purposes only and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy, or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance.

Schwab Network and Dunham & Associates Investment Counsel, Inc are not affiliated entities.

Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc.