Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

Dunham Deep Dive 6/6/2025

U.S. Trade Surges, Housing Inequality Deepens, and China’s Data Disappears - Here's What You Need To Know

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...

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Retirement 6/3/2025

The Retirement Investment Paradox™ Explained: The Hidden Risk in Modern Portfolios

Retirees today face a new dilemma: the Retirement Investment Paradox™. Advisors must balance growth to outpace inflation and longevity with portfol...

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Dunham Deep Dive 5/30/2025

BYD’s Price War, Wall Street’s ‘TACO Trade’, and the Vanishing Paycheck

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 ...

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Sequence Risk 5/27/2025

The Retirement Risk You’re Not Planning For: Why Sequence of Returns May Matter More Than Ever

Even positive early returns may pose hidden dangers to retirement portfolios. In an age of longer lifespans and compounding inflation, sequence of ...

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Dunham Deep Dive 5/23/2025

U.S. Credit Downgrade, Japan's Bond Stress, and Turkey’s Corporate Squeeze – What You Need to Know

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...

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DunhamDC 5/20/2025

UPDATE: Both DunhamDC Models SELL GREED as Market Euphoria Runs

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...

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Macro 5/16/2025

China’s Fragile Truce with the U.S. – and Why Beijing Desperately Needs It

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...

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investing 5/13/2025

Warren Buffett’s Greatest Lessons: Investing Wisdom, Strategies, and Insights

Explore Warren Buffett’s greatest investing lessons, from value investing with Margin of Safety to his partnership with Charlie Munger. Uncover tim...

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Dunham Deep Dive 5/9/2025

China’s Worsening Deflation, Canada’s Debt Crisis, and Taiwan’s Currency Shock – What You Need to Know

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...

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DunhamDC 5/6/2025

UPDATE: DunhamDC Responds to Rising Market Greed with Double Sell Signal

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...

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Macro 5/2/2025

Why a Falling Dollar Is Forcing Foreign Investors to Rethink Currency Hedges

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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