Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
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 MORERetirement 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 MOREDunham 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 MORESequence 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 MOREDunham Deep Dive 5/23/2025
Moody’s cut the U.S. credit rating, Japan’s bond market is flashing warning signs, and Turkey’s private sector is buckling under record-high intere...
READ MOREDunhamDC 5/20/2025
Both DunhamDC models issued rare back-to-back SELL Greed triggers as market euphoria booms in May 2025. Discover what’s driving this greed, DunhamD...
READ MOREMacro 5/16/2025
China's truce with the U.S. is a desperate bid to buy time as Beijing grapples with a collapsing real estate market, spiraling local government deb...
READ MOREinvesting 5/13/2025
Explore Warren Buffett’s greatest investing lessons, from value investing with Margin of Safety to his partnership with Charlie Munger. Uncover tim...
READ MOREDunham Deep Dive 5/9/2025
China’s export woes are fueling domestic deflation, Canada’s debt crisis is deepening, and Taiwan’s currency is surging to new highs — three econom...
READ MOREDunhamDC 5/6/2025
DunhamDC and Dunham US models both issued SELL signals on May 2nd, responding to the longest S&P 500 rally since 2004. As greed returns and valuati...
READ MOREMacro 5/2/2025
A falling dollar and weak U.S. equities are creating a perfect storm for global investors. With $30 trillion in unhedged exposure, the quiet shift ...
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